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Property Management Group

Accounting Clerk

Performance Review Example

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Property Management Group

Accounting Clerk

Job Description:
Provides accounting and financial support to property management teams. Responsible for financial record-keeping, accounts payable, accounts receivable, and financial reporting.
Performance Areas:
Financial Record-Keeping
  1. How effectively does the employee maintain accurate financial records for properties and accounts?
  2. Does the employee ensure that financial transactions are properly documented and recorded?
  3. Does the employee organize financial records for easy access and retrieval?
Accounts Payable and Receivable
  1. How well does the employee manage accounts payable and accounts receivable processes?
  2. Does the employee process invoices, payments, and vendor bills accurately and timely?
  3. Does the employee handle rent collection, deposits, and tenant accounts receivable efficiently?
Financial Reporting and Analysis
  1. How does the employee contribute to financial reporting and analysis?
  2. Does the employee prepare accurate financial statements, reports, and summaries?
  3. Does the employee assist in analyzing financial data to identify trends and opportunities for cost savings?
Budgeting and Expense Tracking
  1. How effectively does the employee assist in budgeting and tracking property-related expenses?
  2. Does the employee contribute to the preparation of annual budgets and forecasts?
  3. Does the employee monitor expenses and variances, providing insights to property management?
Financial Software Proficiency
  1. How well does the employee use financial software and tools for accounting tasks?
  2. Does the employee adapt to changes in accounting software and technology?
  3. Does the employee ensure data accuracy and compliance with accounting standards?
Financial Audits and Compliance
  1. How does the employee support financial audits and compliance efforts?
  2. Does the employee assist in preparing documentation and records for audits?
  3. Does the employee ensure that financial transactions adhere to regulatory and internal policies?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.

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Other 

Property Management Group

Job Titles

Property Accountant

Manages financial records and accounting tasks for rental properties within the property management portfolio. Responsibilities include bookkeeping, budgeting, financial reporting, and tax preparation.
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Property Marketing Coordinator

Supports property marketing efforts to attract tenants and optimize property occupancy. Responsibilities include digital marketing, advertising, social media management, and coordinating marketing campaigns.
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Lease Compliance Coordinator

Responsible for ensuring that tenants adhere to lease agreements and property policies. Tasks include monitoring lease compliance, addressing violations, and assisting in lease administration.
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Administrative Assistant Property Management

Provides administrative support to property management teams and office operations. Handles tasks such as document management, correspondence, appointment scheduling, and tenant communication.
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Accounting Clerk

Provides accounting and financial support to property management teams. Responsible for financial record-keeping, accounts payable, accounts receivable, and financial reporting.
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Marketing Coordinator Property Management

Assists in marketing and promotional activities for properties managed by the company. Responsibilities include creating marketing materials, managing online listings, and coordinating advertising campaigns.
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Maintenance Technician

Performs maintenance and repair tasks on residential or commercial properties. Responsible for ensuring the safety, functionality, and appearance of properties.
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Property Inspector

Conducts inspections of residential or commercial properties to assess their condition, identify maintenance needs, and ensure compliance with regulations.
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Leasing Consultant

Assists in the leasing and marketing of residential or commercial properties. Interacts with prospective tenants, conducts property tours, and handles lease agreements.
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Property Manager

Manages residential or commercial properties on behalf of property owners. Responsible for rent collection, tenant relations, property maintenance, and financial reporting.
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