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Excel Personnel Services

Accounting Assistant

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Job Description

We're seeking an Accounting Assistant to join one of our valued property management clients in Santa Barbara, CA for a Temp-to-Hire position!
Essential Duties and Responsibilities:
The Accounting Assistant must remain calm under the pressure and confusion of a busy and multi-faceted position and is responsible for: Receivables
  • Collecting and processing client payments and depositing them to the correct accounts
  • Research unprocessed payments
  • Deposit payments in the bank
  • Primary liaison with bank regarding bank software, hardware or deposit issues
  • Processing payments returned for any reason
  • Count and reconcile laundry money to correct accounts
  • Monitoring and updating resident accounts
  • Assisting clients understand complex accounts, many with multiple payors
  • Process monthly charge adjustments
  • Make collection calls when necessary Administrative
  • Scan and file documents as required
  • Purge resident files according to established purge policy
  • Process new leases
  • Process changes in tenancy
  • Assisting property management department with special projects as assigned
  • Maintain property insurance policies in Excel and Appfolio
  • Follow up with insurance carrier to assure coverage in accordance with management agreement Customer Service
  • Support front office greeting clients and answering phones when needed
  • Attend weekly pending meetings to stay up to date with leasing to be able to provide excellent support to front office.
  • Other duties as assigned by supervisor
Qualifications:
  • Position requires attention to detail and analytical skills, flexible and positive attitude.
  • Excellent organizational skills and flexibility.
  • Strong math skills to audit complex tenant records
  • Strong communication and interpersonal skills.
  • Ability to establish priorities and efficiently manage time.
  • Comfortable working in a fast-paced environment when required.
  • Excellent written, verbal, and listening communication skills with clients and team members.
  • Strong PC skills, including Microsoft Office Suite. Knowledge of Appfolio a plus.
  • Knowledge of property insurance a plus
Pay:
$22.50 - $23.50 per hour Expected hours: 40.0 per week
Benefits:
401(k) Dental insurance Health insurance Paid time off Parental leave Tuition reimbursement
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Financial Aid/Assistance
  • 401(k) Plans
  • Health Insurance