CLIENT SUPPORT SPECIALIST/ADMINISTRATOR

T & A Covenant Solutions, LLC. CLIENT SUPPORT SPECIALIST/ADMINISTRATOR We are seeking an Administrative Assistant to join our property management team! You will provide high‑level administrative support for properties and communities located primarily in Maryland and DC. About T & A Covenant Solutions, LLC. T & A Covenant Solutions is a Limited Liability Company family‑owned and managed by the expertise of Nationally Certified Professional Community Association Managers (PCAM) with over thirty (30) years of experience in the community management and facilities management industry. Our primary mission is to provide a high level of customer service for our clients while building a strong sense of trust, professionalism, community awareness, security, and unity. We assist our clients with preserving, maintaining and enhancing their community by providing various solutions specific to the needs of their association. Description Full‑time employment (40 hours/wk.). This job posting is not for an evening work schedule or shift. Our general office hours are 8:30 am to 5:30 pm Monday to Friday.

BENEFITS SUMMARY

Employees who work 30 hours or more may enroll in our insurance plan(s), medical, vision, and dental. Any employee may enroll once they are working 30 hours or more. However only after one (1) year with our firm will we pay 25% of the insurance, then after 2 years, we pay 50%, and then in year 3 or more we pay up to 75%. An employee would begin to accrue paid holidays and sick leave, etc... if the employee is at least modified full‑time (30 hours or more) and has worked with the firm for a minimum of one (1) year. Other benefits may apply.

MAIN RESPONSIBILITIES:

Respond to all telephone and written inquiries. Type all correspondence related to accounting matters or as directed. Assist the Community Manager or Executive Team as directed. Assist the Community Manager in the preparation of monthly Management/Financial Reports for assigned properties. Attend evening meetings occasionally if instructed (4 to 6 a year on average and most are virtual). Assist the Board and the Community Manager in preparation, conduct, and follow‑up with homeowner accounts inquiries. Assist the Manager in tracking insurance claims. Assist other departments from time to time in the form of answering questions about the property, providing data as required, and assuring a high standard of client service. Maintains relationships with all other departments within the company, including accounting, support services, management, maintenance, engineering, consulting, collections, and brokerage. Maintains relationships with clients (e.g., owner, board of directors, residents) as appropriate, and with the community and the profession. Maintains relationships with suppliers, vendors, and professionals serving the company or property. Perform all unit and administrative filing in a timely fashion. Set up files for new properties. Perform periodic purging of files and data entry. Maintain logs, books, and other data as required. Attend scheduled Team, On‑Site Managers, Property Management Departmental training, educational and other meetings as required. Coordinate coverage of all absences with assigned team members. Code invoices for manager approval. Perform all tasks related to accounts payable, accounts receivable, and bank reconciliation. (General Bookkeeping functions). Coordinate and attend site visits to properties and client sites as directed. Any other duties as may be assigned from time to time by your immediate supervisor or Senior Executive.

EDUCATION AND PREFERENCES:

College degree preferred; Associate’s Degree or current enrollment in a college program. Two (2) or more years of property/community management, accounting or related experience preferred but not necessary. Proficient in basic office skills; Microsoft Office experience (Word, Excel, and Outlook) is a MUST. Excellent verbal and written skills are a MUST. Experience in QuickBooks Online, ACCESS, TOPS, or other property management accounting software is preferred. Strong attention to detail and good writing and oral skills are a MUST. WPM 50 or higher preferred. Reliable and consistent means of transportation is a requirement. A working smartphone is required to use our firm’s technology.

DETAILS OF BASIC ACCOUNTING DEPARTMENT FUNCTION

Our goal is to focus on homeowner and Board needs by assisting them as quickly and efficiently as possible. By identifying what questions are general questions and what questions departments are specific, we can assist our homeowners with confidence and eliminate unnecessary phone calls or email forwarding. This will eventually free up voicemail and email mailboxes as well as improve our homeowner satisfaction.

GENERAL SCOPE OF WORK

Assist in the preparation of monthly financial statements for each association to be delivered by email in a PDF format one week before the board meeting based on information received regarding meeting dates. Copies of bank statements for all bank accounts for each association are to be scanned monthly and ready for viewing via online access. Reports include BUT are not limited to the: a) Balance Sheet, Income Statement with Budget, Copies of monthly bank statements, and Copies of bank reconciliations on operating and money market accounts plus the following: Accounts Receivable: a) Payments from members that were sent to the lockbox for processing should be processed daily and scanned into the bank account for the association. b) Send out annual coupons, by the 15th of the month before the beginning of the new fiscal year after approval is obtained from the manager. Gather assessment rates 30 days in advance for payment coupon mailings. c) Provide monthly Accounts Receivable and Payable reports. d) Answer homeowner questions related to billing, and change billing addresses. e) Update the Associations in our property management software or QuickBooks databases. f) Process late fee charges and notices. g) Process monthly invoices. Accounts Payable: Process invoices twice monthly not including check printing. Use Accounting System for check processing and the approval process when applicable. Provide monthly check register with financial statements. Process Company invoices as directed. This job description is to be used as a guide for accomplishing company objectives and only covers the primary functions and responsibilities of the position. It is in no way to be construed as an all‑encompassing list of duties, nor as a contract between employer and contracted employee or employee. #J-18808-Ljbffr T & A Covenant Solutions, LLC