Transition Coordinator - Urgently Hiring!!!

Description

The Transition Coordinator leads and executes property launches, develops new business initiatives as directed by senior leadership, and implements management strategies that align with the company's goals and core values. This position is key to ensuring smooth onboarding and ongoing client satisfaction.

Core responsibilities include managing office tasks such as inventory control and vendor communications, handling transition duties like data entry, document uploading, and system setup for new associations, and supporting sales and retention efforts through meeting participation and content creation. The coordinator will coordinate mailing address updates, vendor billing, and the transfer of archived materials to storage, ensuring all operational details are addressed.

• Maintain inventory of business cards, name badges, and portfolios for managers, and inform the relevant personnel when an association should be billed.
• Order vendor holiday baskets and mail holiday cards for various vendors and clients.
• Track marketing items inventory, including property signage.
• Enter owner names, phone numbers, and email addresses into Cinc Accounting for new accounts.
• Create directories in Cinc WebAxis for homeowners and tenants.
• Set up document folders in Cinc WebAxis and upload governing documents, information sheets, association photos, tax returns, financial statements, contracts, and all other pertinent records onto SharePoint and Cinc WebAxis for new accounts.
• Add board members and committees into Cinc WebAxis for new accounts.
• Craft a new account welcome broadcast message on Cinc WebAxis.
• Update current insurance declaration pages and policies in Cinc WebAxis, Homewise, and SharePoint.
• Upload governing documents, FAQ sheets, insurance, and other documents into Homewise.
• Post FAQs to SharePoint and Homewise.
• Register new associations' Federal ID numbers in Cinc Accounting.
• Upload associations' W9 forms into SharePoint and Homewise.
• Notify banks of mailing address changes for new accounts and update mailing addresses for recurring vendors, including utilities.
• Coordinate the transfer of archived boxes for new accounts to storage.
• Participate in launch meetings and attend CAI functions, coordinating as necessary.
• Generate content and materials as needed.
• Utilizing formulas across multiple worksheets.
• Correlating large amounts of data into Pivot Tables.
• Creating visual graphs to display data effectively.

Requirements

The ideal candidate possesses excellent written and verbal communication skills, strong multitasking and time‑management abilities, and a proactive, self‑directed work style. Proficiency in Microsoft Office—particularly Excel for formulas, pivot tables, and data visualization—is required, along with solid computer and grammar skills; an LCAM license is a plus, and occasional local travel may be needed.

• Excellent written and verbal communication skills.
• Ability to write professional internal and external emails.
• Strong multitasking and time management skills, with the ability to prioritize tasks efficiently and accurately.
• Problem recognition and solving abilities.
• Strong initiative and self-management skills.
• Critical thinking and the ability to make independent decisions based on sound judgment.
• Proficient in Microsoft Office applications, with a focus on Excel skills, including:
• Excellent computer and grammar skills are essential (proficiency in Word, Excel, PowerPoint, and social media platforms).
• An LCAM license is preferable but not required.
• Occasional local travel and event attendance may be required.

Benefits

Physical requirements include the ability to sit or stand for extended periods, lift up to 25 pounds, and perform repetitive office tasks, with occasional travel for events. Esplanade Equity is an equal‑opportunity employer offering competitive salaries, comprehensive health, dental, and retirement benefits, professional development, and a collaborative work environment.

Training + Development

Interview process

Visa Sponsorship

Security clearance