Membership Records Assistant

Role Overview

• Provides assistance to Bar members relating to member information and membership fees.
• Performs related accounting functions.
• Answers telephone calls and emails providing information on Bar members 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.
• 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.

Requirements

• Required minimum education: High School Diploma (or its equivalency)
• Bachelor's Degree in Accounting or Finance preferred
• Required minimum professional work experience: One to three (1-3) years of bookkeeping, accounting, finance or business experience
• Customer service experience
• Knowledge:
• Database input, computer software and ability to effectively conduct Internet searches
• Professional office procedures and practices
• Professional telephone etiquette
• Basic accounting practices
• Skills:
• MS Word
• MS Excel
• MS Outlook
• Acrobat Adobe Pro
• Databases and other computer programs
• Data entry (with a minimum of typing 35 cwpm)
• Written communication and business etiquette
• Professional customer service
• Proficient use of 10 key adding machine, personal computer, copy machine, scanner and telephone.
• Abilities:
• Coordinate multiple tasks or projects
• Interpret policies and procedures
• Learn The Rules Regulating The Florida Bar
• Communicate effectively and professionally both verbally and in writing including being able to use correct spelling, punctuation, and grammar.
• Follow written and oral instructions
• Demonstrate initiative in group projects and individual settings
• Tactfully manage difficult situations
• Operate well under pressure and as a member of a team
• Consistently demonstrate a service-oriented attitude
• Use judgment
• Type 35 cwpm (correct words per minute)
• Position may require a flexible schedule at certain times of the year.
• Sit for long periods of time
• Hear and converse over the telephone
• Key/work frequently on a computer.
• Ability to lift up to 10 lb's.
• Ability to work extended hours when required

Benefits

• 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)