CMA Transition Coordinator

Overview

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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. Ensure that any association bills that are set up 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• Maintains various schedules & checklists for follow-up and historical reference.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

Salary

Negotiable depending on experience.

Benefits

Schedule

Seniority level

Employment type

Job function

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