Trust Advisor jobs in Ventura, CA

The Management Trust
Position Title: New Development Assistant Community Association Manager
Location: Thousand Oaks, CA
Reporting To: Regional Manager
Status: Non-Exempt, Full-Time
Salary: $24-$26 hourly

COMPANY PROFILE:

The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients’ needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team.

EMPLOYEE OWNER POSITION PURPOSE:

The New Development Assistant Community Association Manager is responsible for working alongside the New Development Community Association Manager and the New Development Team offering management and support of new Development associations (primarily HOAs), including, but not limited to: daily operations, regular interaction with and support of/to Board of Directors members/homeowners/vendors, builder clients, meeting attendance, site-reviews, turnover walks, budget preparation, and overall community business management.

JOB DUTIES AND RESPONSIBILITIES:

• Assist the New Development Community Manager with administrative tasks needed to effectively manage the New Development Association, including single family homes, townhomes, and/or condominiums
• Guide, assist, and recommend a course of action for Board members to conduct business using Leadership Management
• Provide management services in compliance with the terms of the management contract
• Assist Developer Board and homeowners with problem resolution
• Provide fiscal management, including, but not limited to: reviewing and approving invoices, coordinating tax preparation and reserve study updates, and reviewing completed financial statements for accuracy prior to distributing to the Board each month
• Conduct site reviews and provide oversight of related compliance matters
• Conduct turnover walks when required
• Draft and follow-through completion punch list of such items identified
• Review and submit requests for vendor bids and contracted services
• Attend association meetings, including, but not limited to; annual, Board (when Developer control), new development launch/kick-off and turnover
• Prepare Board packets, agendas, and calendars in preparation for scheduled and unscheduled meetings
• Communicate in-person, telephone, and/or via email to Board members, homeowners, and vendors regarding community business in a timely manner
• Maintain current knowledge of governing documents, applicable state statutes, and local ordinances that apply to each assigned community, including the approved Department of Real Estate budget
• Understand all aspects of the client’s relationship with our Company to ensure success and retention
• Demonstrate a positive attitude and ownership mentality; we believe each employee can build his/her own future
• Share afterhours emergency phone duties (as directed by your supervisor
• Maintain and update defect list

QUALIFICATIONS:

• High School Diploma (or equivalent); Associate’s Degree preferred
• Solid knowledge of Microsoft Outlook, Excel, and Word
• Strong leadership abilities and comfort with public speaking (small and large groups)
• Conflict resolution skills
• Ability to meet deadlines and address time-sensitive issues
• Superior multi-tasking skills
• Excellent written and verbal communication
• Ability to provide high-level customer service with astute attention to detail and organization
• Must be a team player
• Ability to manage workflow amid shifting priorities
• Willing to learn Company process and procedures, and learn/use proprietary software
• Adaptable and dependable with a solid attendance record
• Professional and respectful demeanor with all staff and guests at all times

SPECIAL POSITION REQUIREMENTS:

• Must have reliable transportation to conduct site visits and be available for evenings and occasional weekend meetings
• Must have and maintain a valid driver’s license, vehicle insurance, and driving record in compliance with Company policy

ESSENTIAL FUNCTIONS:

• Use standard office equipment, including: computer, phone, copier/scanner, etc.
• Be stationary for periods of time
• Relocate up to (25) pounds
• Travel to and from offsite locations

SUPERVISES OTHERS? IF SO, LIST:

• None

SCHEDULE & TRAVEL:

• Monday-Friday from approx. 8:00 am-5:00 pm
• This position may require occasional long hours to meet business needs

The Management Trust is an Equal Opportunity employer. We celebrate and support diversity.

TMT reserves the right to modify this job description at any time based on business need.