- Board Communications
- Correspondence
- Supervision and communication with vendors
- Thoroughly familiar with the Association's finances
- Assist in annual budget preparation
- Annual review of insurance
- Attend Board and Annual meetings
- Type and print minutes and other Board meeting materials if requested
- Assist in writing and adopting rules
- Coordinate upkeep and maintenance
- Regular inspections of the property
- Secure bids to maintain property
- Secure discounts and rebates for Association
- Maintain the books & records of Association
- Coordinate Architectural Control
- Assist callers, answer questions and direct concerns to proper personnel
- 24 hr / 7 day –maintenance emergency service
- Financial mailings
- Special mailings
- File Management
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- Bookkeeper, A/P Clerk and A/R Clerk
- Invoice & collect assessments
- Receive invoices and prepare checks for the signature of the Board of Directors
- Banking (operating & reserve funds)
- Track delinquent assessment accounts
- Coordinate attorney collection process
- Generate financial statements and delinquent reports
- Help to facilitate annual CPA report & tax returns and facilitate tax payments
- Title and Refinance processing
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