The Account Specialist provides analytical, administrative, and operational support to property owner accounts within the property management portfolio. This role is responsible for reviewing, auditing, and maintaining data accuracy across financial reports, leasing records, inspections, and property onboarding activities. The Account Specialist acts as a key liaison between internal teams and the Account Manager—ensuring owners are informed, issues are resolved promptly, portfolio compliance and performance standards are consistently met.
Key Responsibilities:
Audit & Data Validation
- Audit rent rolls, leasing status, and delinquency reports for errors or inconsistencies.
- Investigate discrepancies and collaborate with appropriate departments (Leasing, Accounting, Maintenance, etc.) to resolve issues, escalating to the Account Manager when necessary.
- Audit unpaid bills and vendor payments, determine root causes of outstanding balances, and partner with departments for resolution.
Owner Reporting & Financial Review
- Compile, review, and validate data for monthly owner reports and quarterly property performance summaries.
- Identify and document variances or irregularities for Account Manager follow-up and reporting to property owners.
- Prepare notes for inclusion in owner reporting packages.
Process Security Deposits
- Review move-in inspections and compare to move-out inspections
- Ensure all turn-related invoices have been received
- Add applicable charges to the tenant ledger and send SDD
- Resolve any issues with disputed SDDs
Operational Compliance
- Ensure properties are in compliance with company policies, reporting requirements, and procedural standards.
- Review inspection completion records, ensure timeliness, and distribute finalized inspection reports to property owners.
Onboarding & Property Setup
- Assist in the onboarding of new properties, including collecting, entering, and auditing setup data.
- Partner with internal teams to ensure all systems and documentation meet company standards.
Administrative & Customer Support
- Provide responsive support for inbound owner or tenant calls as needed.
- Maintain accurate records of communications and actions taken.
- Assist Account Managers and department leaders with data collection, reporting, and project support as assigned.
Qualifications:
- Associate’s degree or equivalent experience in Business, Accounting, Finance, or Property Management preferred.
- 2+ years of experience in property management, accounting, or a related analytical or administrative role.
- Strong organizational and problem-solving skills with excellent attention to detail.
- Proficient in Google Workspace (Sheets, Docs, Gmail, Drive), Mac/iOS environment, and property management software systems.
- Excellent written and verbal communication skills; ability to clearly communicate data findings and recommendations.
- Proven ability to navigate multiple software platforms and manage competing priorities in a fast-paced environment.
Key Competencies:
- Analytical Thinking: Ability to interpret financial data, spot inconsistencies, and identify root causes.
- Organization & Accuracy: Maintains meticulous records and ensures data integrity across systems.
- Communication: Clearly and confidently communicates with owners, peers, and management.
- Accountability: Takes ownership of tasks, follows through, and escalates appropriately when needed.
- Collaboration: Works closely with Account Managers and internal teams to achieve owner satisfaction.
Job Type: Full-time
Pay: $9,000.00 - $16,000.00 per year
Application Question(s):
- How many years of experience do you have in property management, accounting, finance, or a related administrative role?
- Briefly describe a time you identified and resolved a discrepancy or data error. What was the outcome?
- Briefly describe your experience reviewing financial reports, invoices, or records for accuracy.
- What property management software and accounting systems have you used?
- How many years of experience do you have using Google Sheets, Microsoft Excel, or similar spreadsheet software?
Work Location: Remote
