Administrative
- Keep accurate record of homeowner occupancy
- Enforce Rules and Policies
- Prepare and distribute resale certificates and escrow information
- Prepare and distribute correspondence and notices
- Assist in processing insurance claims
- Attend Board of Directors Meetings and Annual General Meeting
- Assist the Board in setting up and conducting Annual General Meetings
- Assist the Board in Obtaining a Reserve Study
- Assist the Board of Directors in obtaining bids and negotiating with vendors for outside services
- Assist the Board of Directors in preventive maintenance program for the common areas
- Assist in Transition management
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Accounting
- Provide coupons or electronic transfers for monthly assessments
- Provide monthly delinquency reports and enforce collection of assessments and other receivables
- Prepare annual operating budget for review and approval by the Board
- Timely payment of all approved invoices
- Provide copies of all bills and invoices paid by MacPherson’s upon request
- Assist the Board of Directors in developing capital replacement reserve schedule
- Maintain working capital and reserve funds. Reconcile bank statements.
- Provide monthly financial statements. Provide assistance to independent CPA in annual audit: timely
- tax form preparation
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Prudential and service marks of
The Prudential Insurance Company of America. Equal Housing Opportunity. Equal
Employment Opportunity.