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AboutCSIGroup

CSI Group is a leading financial services firm transforming how Americas middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class.

OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture.

AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset.

These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

Position Summary

The Property Operations & Accounting Coordinator supports the day-to-day operational and administrative needs of the companys real estate portfolio. This role serves as a key liaison between tenants, ownership, property management, and external vendors while also supporting basic accounting and financial recordkeeping activities.

A core responsibility of this role is assisting with the implementation, administration, and ongoing maintenance of the Re-Leased tenant and property management system. The Coordinator ensures accurate records, responsive tenant communication, timely bill payment, and smooth operational workflows across all properties.

This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced, property-focused environment.

Key Responsibilities

Tenant & Property Operations

• Serve as the primary point of contact for tenant questions, requests, and issues, escalating matters as appropriate
• Assist with administrative onboarding of new tenants, including system setup and documentation
• Maintain accurate and organized tenant and property records
• Coordinate with external vendors for maintenance, utilities, and property-related services
• Support ownership and property management with day-to-day operational tasks

Re-Leased System Administration

• Assist in the implementation and initial setup of the Re-Leased tenant and property management system
• Maintain and update tenant, lease, property, and financial data within Re-Leased
• Ensure data accuracy and consistency across the system
• Support ongoing system optimization and user adoption

Utilities & Vendor Coordination

• Coordinate utility account setup, transfers, and terminations for new and existing tenants
• Communicate with utility providers to resolve service issues, billing discrepancies, and outages
• Track utility-related documentation and confirmations

Accounting & Financial Support

• Manage bill pay for property-related expenses, ensuring accuracy and timely payment
• Process invoices and support basic bookkeeping activities
• Track expenses and assist with property-level financial reporting as needed
• Maintain organized financial records for audits, reviews, and internal reporting

Qualifications

• 2+ years of experience in property operations, administrative coordination, accounting support, or a related role
• Strong organizational skills with exceptional attention to detail
• Comfortable working with financial data, invoices, and expense tracking
• Proficiency with property management systems or willingness to quickly learn Re-Leased
• Strong written and verbal communication skills
• Ability to manage multiple priorities and deadlines independently