CMA Transition Coordinator

Job Description

Position Purpose

The Transition Coordinator is an entry level Accounting/Transition role with a basic understanding of accounting

and/or office support concepts. S/he will be a flexible, multi-tasking, self-starter capable of performing general

Transition functions in support of the Transition Team (typically 3-4 Transition Accountants) in a professional,

consistent, and positive manner, in accordance with team goals. S/he works closely with team members to ensure

the quality orderly transition of new clients to CMA.

Major Tasks, Responsibilities and Key Accountabilities• Support Transition Team at various stages, working approx. 30-40 properties during the Transition period.• Ensures proper setup and change of address completed for Association bills. Ensures utilities are in the name

of the Association and are paid up to date upon onboarding with CMA. Ensures that any association bills that

are setup on ACH are communicated to Accounting to ensure proper vendor setup in Strongroom (i.e. to

prevent duplicate payments).• Serves as point of contact for new management company for departing properties. Collects, disseminates,

and schedules delivery of requested documentation records to new management.• Creates the initial Management fee invoice for each new property.• Maintains various schedules checklists for follow-up and historical reference.• Assist with other Transition Issues and Special Projects, as assigned.

Nature and Scope• Serves as a team member of Transition Team, providing backup and learning from senior team members.• Must possess strong written and verbal communication skills.• Will be communicating with all levels of personnel, other property management companies, and board

members for CMA clients, so clear and concise communication is a must.• Excellent customer service and organizational skills are required.• Must be detail-oriented and dependable, and consistently contribute as a team player.• Must be able to prioritize workload and function at times without supervision.• Must have a positive and professional appearance, attitude, and demeanor.• Position demands willingness to learn, consistent accuracy, and a sense of urgency.

Education Required• The knowledge, skills, and abilities gained through the acquisition of a high school diploma and/or GED.• Proficiency using Microsoft Office applications and Outlook email.

Education Preferred• Proficiency using VMS HOA Accounting Software and/or Strongroom lockbox payables system.• Bachelor's Degree and/or equivalent industry experience preferred.

Experience Required• 1-2 years of relevant work experience in an office environment.

Salary: $40,000 - $45,000 annually DOE

Benefits:

• 401k
• Medical
• Dental
• Vision
• Vacation, Sick, Personal, Wellness (Paid Time Off)

Work Environment: Onsite, Office Setting

After a satisfactory 90-day evaluation hybrid/remote work may be possible depending on thediscretionof your supervisor and/or needs of the department

Company Description

With more than 180 branch offices across North America, Associa delivers unsurpassed management and lifestyle services to nearly five million residents worldwide. Our 10,000+ team members lead the industry with unrivaled education, expertise and trailblazing innovation. For more than 40 years, Associa has provided solutions designed to help communities achieve their vision. To learn more, visit www.associaonline.com.