Transition Coordinator

Description

• Craft a new account welcome broadcast message on Cinc WebAxis.
• Notify banks of mailing address changes for new accounts and update mailing addresses for recurring vendors, including utilities.

The Transition Coordinator will lead and execute property launches, develop new business initiatives as directed by the Executive Vice President of Sales and Retention, and implement management strategies that align with the company's goals and core values.

• Add board members and committees into Cinc WebAxis for new accounts.
• Create directories in Cinc WebAxis for homeowners and tenants.
• Post FAQs to SharePoint and Homewise.
• Enter owner names, phone numbers, and email addresses into Cinc Accounting for new accounts.
• 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.
• Maintain inventory of business cards, name badges, and portfolios for managers, and inform the relevant personnel when an association should be billed.
• Track marketing items inventory, including property signage.
• Utilizing formulas across multiple worksheets.
• Correlating large amounts of data into Pivot Tables.
• Update current insurance declaration pages and policies in Cinc WebAxis, Homewise, and SharePoint.
• Creating visual graphs to display data effectively.
• Order vendor holiday baskets and mail holiday cards for various vendors and clients.
• Participate in launch meetings and attend CAI functions, coordinating as necessary.
• Upload associations' W9 forms into SharePoint and Homewise.
• Register new associations' Federal ID numbers in Cinc Accounting.
• Coordinate the transfer of archived boxes for new accounts to storage.
• Upload governing documents, FAQ sheets, insurance, and other documents into Homewise.
• Generate content and materials as needed.

Requirements

• Ability to write professional internal and external emails.
• Strong initiative and self-management skills.
• Critical thinking and the ability to make independent decisions based on sound judgment.
• Excellent written and verbal communication skills.
• Excellent computer and grammar skills are essential (proficiency in Word, Excel, PowerPoint, and social media platforms).
• Problem recognition and solving abilities.
• Occasional local travel and event attendance may be required.
• Strong multitasking and time management skills, with the ability to prioritize tasks efficiently and accurately.
• An LCAM license is preferable but not required.
• Ability to lift and carry up to 25 pounds for tasks such as transporting materials or setting up for events.
• Ability to sit or stand for extended periods while performing office tasks.
• Capability to perform repetitive tasks, including typing and using office equipment.
• Occasional local travel may require the ability to navigate various environments and handle transportation logistics.

Benefits

In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment.

Training + Development

Interview process

Visa Sponsorship

Security clearance