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Membership Records Assistant

The Florida Bar
Tallahassee, FL Full Time
POSTED ON 5/24/2023 CLOSED ON 7/8/2023

What are the responsibilities and job description for the Membership Records Assistant position at The Florida Bar?

Membership Records Assistant 

Finance | Headquarters 

 Min $29,743.28 with excellent benefits. 

Summary Function:

Provides assistance to Bar members relating to member information and membership fees.   Performs related accounting functions.

Essential Duties and Responsibilities: 

Answers telephone calls and emails providing information on Bar member internally and externally. Assist callers with confirming members' contact information and their membership status. Assists Bar members and the public in using the storefront portion of the Florida Bar's website.

Maintains member records by updating contact information. Update's member statuses i.e. judge codes, reinstatements, and deceased. Processes routine correspondence and documents communication with members/customers in Salesforce to enhance customer service.

Processes membership fees. Process public records requests by coordinating such request with the Information Technology Dept. and corresponds with the requestor. Prepares affidavits regarding member records, as requested. Scan and upload fee statements and related documents into Laserfiche. Perform quality assurance on scanned images. Resolve all upload errors.

Interprets and explains Rules Regulating the Florida Bar related to membership classifications, fees, and contact information. Proactively considers and recommends procedural changes as warranted and assists with updating the Membership Records desk manuals.

Assists with special projects when assigned.

Knowledge of:

- Basic accounting practices

- Database input, computer software and ability to effectively conduct Internet searches

- Professional office procedures and practices

- Professional telephone etiquette

- Acrobat Adobe Pro

Skilled in:

- MS Word

- MS Excel

- Databases and other computer programs

- Typing

- Professional telephone and email etiquette

- Professional customer service 

Ability to:

- Communicate effectively and professionally both verbally and in writing including being able to use correct spelling, punctuation and grammar.

- Multi-task and prioritize work

- Demonstrate initiative in group projects and individual settings

- Tactfully manage difficult situations

- Operate well under pressure and in a team atmosphere

- Consistently provide an excellent service-oriented attitude

- Type 35 cwpm (correct words per minute)

- Pay close attention to detail

- Learn TFB Rules and regulations

- Ability to sit for long periods of time, hear and converse over the telephone, and key/work frequently on a computer.

- Ability to lift up to 10 lb's.

- Ability to work extended hours when required.

Minimum Required Education: Required minimum education: 

-High School Diploma (or its equivalency).

Required minimum professional work experience: 

One to three (1-3) years of bookkeeping, accounting, finance or business experience.  Customer service experience.

 Additional Information:

Bachelor's Degree in Accounting or Finance preferred, but not required (proof of degree required at interview).  Appropriate degree may substitute for experience.

 EOE | This organization participates in E-Verify | Position is open until filled | Notify HR in advance if a reasonable accommodation is needed to participate in the employment process.

Salary : $29,743 - $0

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