Fiscal Responsibilities

• Assessment billing & collection
• Delinquency notices & follow-up
• Initiate lien filings
• Purchasing approval
• Timely processing of accounts payable
• Payroll accounting for on-site personnel
• Monthly financial statements & reconciliations
• Tax return preparation
• Year-end financial reports & State filing
• Year-end audit
• Budget preparation
• Reserve analysis

Administrative Responsibilities

• Board meeting attendance & coordination
• Special meeting attendance
• Committee meeting attendance
• Annual meeting attendance & coordination
• Minute transcription/typing
• Member roster maintenance
• Tenant (renter/lessee) roster
• Records and files maintenance
• Distribute resident information materials
• Resident orientation
• Newsletter
• Special Mailings
• Special photocopying
• Specification/bid preparation and coordination
• Contract Awarding
• Yearly management plan
• Monthly association status report
• Review standard operating procedures
• Periodic inventory of association property
• Liasion with association attorney (lien related)
• Liasion with municipality
• Arrange for after-hours answering & emergency service
• Service orders-recording & processing
• Rules enforcement
• Liasion with insurance company
• General correspondence
• Supervision of on-site personnel & contractors

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