Membership Records Assistant

The Florida BarTallahassee, FL
3dOnsite

About The Position

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

Requirements

  • High School Diploma (or its equivalency)
  • One to three (1-3) years of bookkeeping, accounting, finance, or business experience.
  • Customer service experience.
  • Database input, computer software and ability to effectively conduct Internet searches
  • Professional office procedures and practices
  • Professional telephone etiquette-Basic accounting practices
  • 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
  • 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 t-Type 35 cwpm (correct words per minute)

Responsibilities

  • Answers telephone calls and emails providing information on Bar members internally and externally.
  • Assists 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 he Membership Records desk manuals.
  • Assists with special projects when assigned.

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).

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

251-500 employees

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