Membership Records Assistant

The Florida Bar

Membership Records Assistant assisting Bar members with information and fees at The Florida Bar. Handling accounting functions, maintaining records, and ensuring quality customer support.

Posted 6/27/2026full-timeTallahassee • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $32,167 per yearWebsite

About the role

Key responsibilities & impact

Provides assistance to Bar members relating to member information and membership fees.
Performs related accounting functions.
Answers telephone calls and emails providing information on Bar members internally and externally.
Assist 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 the Membership Records desk manuals.
Assists with special projects when assigned.

Requirements

What you’ll need

Required minimum education: High School Diploma (or its equivalency)
Bachelor's Degree in Accounting or Finance preferred
Required minimum professional work experience: One to three (1-3) years of bookkeeping, accounting, finance or business experience
Customer service experience
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

Benefits

Comp & perks

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)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

bookkeepingaccountingfinancedata entrybasic accounting practicescustomer servicequality assurancetelephone etiquetteInternet searchestyping 35 cwpm

Soft Skills

communicationinitiativetactteamworkservice-oriented attitudeability to manage multiple tasksinterpret policiesfollow instructionsoperate under pressuredemonstrate professionalism

Certifications

High School DiplomaBachelor's Degree in Accounting or Finance (preferred)