Membership Records Assistant

Essential Duties and Responsibilities

• Answers telephone calls and emails providing information on Bar members internally and externally.
• Affords callers with confirming members' contact information and their membership status.
• Affords assistance to Bar members and the public in using the storefront portion of the Florida Bar's website.
• Maintains member records by updating contact information.
• Updates 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.
• Processes public records requests by coordinating such request with the Information Technology Dept. and corresponds with the requestor.
• Prepares affidavits regarding member records, as requested.
• Scans and uploads fee statements and related documents.
• Performs quality assurance on scanned images.
• Resolves 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.
• Affords assistance with special projects when assigned.

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.

Minimum Education: High School Diploma (or its equivalency).

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

Required Minimum Degree: Bachelor's Degree in Accounting or Finance preferred. Appropriate degree may substitute for experience.

Pay: Minimum starting salary $32,167.35 with an excellent benefits package including employer paid pension contribution.

Benefits: Employees of The Florida Bar are eligible to apply for the Public Service Loan Forgiveness Program (PSLF).

EEO: Equal Opportunity Employer.