Condo Accounting Clerk

Job Description

Job Description

Position Summary

The HOA Accounting Clerk is responsible for supporting the financial operations of the Homeowners Association by maintaining accurate financial records, processing invoices and payments, assisting with homeowner accounts, and ensuring timely and organized accounting practices. This role works closely with the HOA Board, property management team, vendors, and homeowners to support the financial health and operational success of the association.

Essential Duties and Responsibilities

• Process accounts payable and accounts receivable transactions accurately and timely.
• Prepare and distribute homeowner statements, invoices, late notices, and payment reminders.
• Post homeowner assessments, fees, and payments into accounting systems.
• Reconcile bank accounts, credit card statements, and general ledger accounts.
• Maintain accurate financial records, files, and documentation for audits and reporting purposes.
• Assist with monthly financial reporting, budget tracking, and year-end preparation.
• Coordinate with vendors regarding invoices, payments, and account discrepancies.
• Respond to homeowner inquiries regarding balances, payments, and account information professionally and timely.
• Monitor delinquent accounts and assist with collection processes in accordance with HOA policies and governing documents.
• Support annual budget preparation and reserve study tracking as directed.
• Ensure compliance with HOA governing documents, accounting procedures, and financial controls.
• Maintain confidentiality of financial and homeowner information.
• Assist with administrative tasks and special projects as assigned.

Qualifications

• High school diploma or equivalent required; associate degree in Accounting, Finance, or related field preferred.
• Minimum of 1–3 years of accounting, bookkeeping, or HOA/property management experience preferred.
• Basic understanding of accounting principles, accounts payable, accounts receivable, and reconciliations.
• Proficiency in Microsoft Office, particularly Excel, and accounting software systems.
• Experience with HOA management or property management software preferred.
• Strong organizational skills and attention to detail.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Professional customer service skills with the ability to handle sensitive homeowner matters diplomatically.
• Ability to maintain confidentiality and exercise sound judgment.

Physical Requirements

• Ability to sit for extended periods while working on a computer.
• Occasionally lift and carry office materials up to 20 pounds.
• Ability to work in a standard office environment.

Work Environment

This position operates in a professional office environment and may occasionally require attendance at HOA meetings or community events outside of standard business hours.