Membership Records Manager
5 hours ago
Finance & Accounting | Administration Division
Minimum starting salary $55,225 with an excellent benefits package including employer paid pension contribution | Employees of The Florida Bar are eligible to apply for the Public Service Loan Forgiveness Program (PSLF).
Summary function: Performs and supervises other staff in providing assistance to Bar members regarding their member information. Maintains statistical data on members. Annually bills and processes members' fees.
Supervises the following positions: Membership Records Specialist | Membership Records Assistant (5)
Required minimum education: Bachelor's Degree (proof of degree required at interview).
Required minimum professional work experience: Three (3) years of related responsible experience, one of which is in a supervisory capacity. Must have experience in customer service and general office practices some of which must have been using numbers and reconciling accounts/data. Excellent written and verbal communication skills are required.
Progressively responsible related experience may substitute for the degree on a year-for-year basis.
Essential Duties and Responsibilities:
Assures timely and accurate processing of all elements related to membership records and any other area assigned by F&A. Answers telephone inquiries and emails, routing them to appropriate staff or departments. Assists members with making changes to their profile and assists the public and members using the storefront portion of The Florida Bar's website. Interprets and explains Rules and Regulating related to The Florida Bar's membership classifications, fees and contact information. Provides regular membership statistics to CFO. Perform continuous process improvement analysis to facility more efficient operations.
Directs, trains, develops and recommends personnel actions for Membership Records staff; i.e., recommends hiring and discipline. Assists with formatting fee statements for billing and collecting annual fees. Assists in balancing and processing members fees submitted through internal cash receipts. Assists in generating related accounting entries, i.e. refunds, status change forms and debit/credit forms.
Oversees membership maintenance. Processes and mails correspondence to members and the public regarding certificates of membership and reinstatements; verifies eligibility of members' status, oversees status changes such as new member set-up and retirements, resolving member delinquencies, lapsing, maintains and files certified correspondence to members, updates membership procedures for training staff, maintains confidential members data and processes manual mailing of all confidential members, maintains archived and retention steps for membership records.
Performs advanced functions related to member services; preparing affidavits requested by Bar Counsel and the public in reference to a member's status and address history information. Maintains files and enters all related information into computer.
Conducts related research when needed; special projects as assigned.
Knowledge of:
- Basic supervision and management practices and principles
- Bookkeeping and reconciliation practices
- Professional office procedures to include file management
- Adobe Acrobat
Skilled in:
- Spreadsheet, database, and word processing software packages (SalesForce and Lotus Notes is a plus)
- Mentoring and training entry level staff
- Professional telephone and email etiquette
- Bookkeeping, reconciliations, and procedures/rule interpretations
Ability to:
- Supervise and manage others
- Provide professional customer service
- Post, balance and reconcile fiscal records
- Communicate effectively and professionally, both verbally and in writing, including being able to use correct spelling, punctuation and grammar
- Learn, interrupt, and apply pertinent sections of The Rules Regulating The Florida Bar, Standing Board Policies and administrative/personnel manuals
- Learn and use new technology tools as needed
- Create ADA compliant forms and documents using Adobe
- Research, review and evaluate data
- Recognize when data is confidential and maintain that confidentiality accordingly
- Multi-task and prioritize work
- Demonstrate initiative in group projects and individual settings
- Tactfully manage difficult situations
- Operate well under pressure and promote team cooperation
- Consistently provide an excellent service-oriented attitude
- Pay close attention to detail
- Use discretion and independent judgment
- Sit for long periods of time, hear, and converse over the telephone, and key/work frequently on a computer
- Lift 5 to 10 lbs.
Please notify HR, in advance, if you need reasonable accommodations to participate in the employment process.
EOE. This organization participates in E-Verify. Position is open until filled. Exempt position.
This position is in Tallahassee, Florida and is not a remote position.Learn More
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