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  1. Home
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  5. Transitions Clerk
William Douglas Management, Inc. logo

Transitions Clerk

Not Disclosed•Full-TimeOn-site

location_on1103, Wimbledon Road, Charlotte, Mecklenburg County, North Carolina, 28209, United States

Apply Now

About the Team

William Douglas Management is seeking a driven, self-starter to join our Charlotte headquarters. Our culture is built on the belief that only exceptional, diligent talent can deliver quality results every day. We value experts who care deeply about solving challenging problems and are committed to becoming masters of their craft.

About the Role

The Transitions Clerk is an integral part of our effort to provide excellent customer service. This role serves as the foundation for database accuracy, requiring a high degree of attention to detail and the ability to manage large volumes of data entry. You will be responsible for researching accounts, processing documents for onboarding, and supporting multiple teams across the organization.

In this position, you will act as a proactive problem solver, ensuring that all operational tasks are completed within expected time frames. You will collaborate closely with the Transitions and Accounting teams to manage routine and urgent tasks, while also holding internal customers accountable for timely and accurate completion of their responsibilities. As the company grows in a fast-paced environment, you will be expected to adapt processes, identify knowledge gaps, and suggest improvements to the status quo.

Hiring Process

We provide the necessary training to ensure your success in this role. Candidates who demonstrate a commitment to ownership, open communication, and a positive work environment will be considered for our team.

Equal Opportunity

William Douglas Management fosters a positive work environment where everyone is treated with respect and courtesy. We are committed to building a diverse workforce and supporting healthy interpersonal relationships throughout the company.

Work location

Work model: On-site

location_on

1103, Wimbledon Road, Charlotte, Mecklenburg County, North Carolina, 28209, United States

Charlotte, North Carolina

Key Responsibilities

  • check_circleProcess documents in preparation for on-boarding new homeowners

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Skills, education and keywords

Skills: Microsoft Office Suite, Word, Excel, Outlook.

Education: High School diploma or equivalent required.

Frequently asked questions about Transitions Clerk at William Douglas Management, Inc.

What does a Transitions Clerk at William Douglas Management, Inc. do?expand_more
A Transitions Clerk at William Douglas Management, Inc. is responsible for the following: Process documents in preparation for on-boarding new homeowners; Register new homeowners and capture association information in system software; Review and update Property Tax and Registered Agent status for incoming associations; and Contact previous management companies to obtain pertinent data and financial reports.
What are the requirements for this Transitions Clerk role?expand_more
To qualify for the Transitions Clerk at William Douglas Management, Inc. position, applicants should have: High School diploma or equivalent; Experience with Community Association management; Demonstrated knowledge of Microsoft Office Suite (Word, Excel, Outlook); and Must be able to pass a background check.
Where is the Transitions Clerk role at William Douglas Management, Inc. located?expand_more
Transitions Clerk at William Douglas Management, Inc. is based in 1103, Wimbledon Road, Charlotte, Mecklenburg County, North Carolina, 28209, United States. This is a on-site role.
  • check_circleRegister new homeowners and capture association information in system software
  • check_circleReview and update Property Tax and Registered Agent status for incoming associations
  • check_circleContact previous management companies to obtain pertinent data and financial reports
  • check_circleEnsure all operational tasks are completed within expected time frames
  • check_circleEscalate onboarding issues or risks to management and community directors
  • check_circleHandle tasks related to accounts transitioning to other management companies
  • check_circleCollaborate with the Transitions and Accounting Teams to manage routine or urgent tasks
  • check_circleResearch accounts using multiple programs to ensure database accuracy
  • check_circleCompile records, scan documents, and assign them for processing
  • Requirements

    • verifiedHigh School diploma or equivalent
    • verifiedExperience with Community Association management
    • verifiedDemonstrated knowledge of Microsoft Office Suite (Word, Excel, Outlook)
    • verifiedMust be able to pass a background check

    Nice to Have

    Experience with Community Association management

    Benefits & Perks

    check_circleFull in-house training provided to ensure success in the role
    William Douglas Management, Inc. cover image
    William Douglas Management, Inc. logo
    Company

    William Douglas Management, Inc.

    Industry

    Real Estate

    Headquarters

    Charlotte, NC

    Open Roles

    1

    William Douglas Management, Inc. is a real estate firm based in Charlotte, NC, specializing in association management services for over forty years. The company focuses on enhancing the homeowner experience while working to increase overall property values for its clients. By maintaining a proactive approach, the firm ensures smooth operations through vigilant attention to detail and responsive communication between management teams, board members, and association residents. The organization distinguishes itself through superior customer service and the integration of advanced technology into daily operations. A state-of-the-art property management software system allows for greater efficiency and provides client boards with remote access to real-time data. This digital platform enables stakeholders to monitor financial accounts, delinquencies, work orders, and violation letters directly. Financial stewardship remains a core priority, with competitive vendor bid processes and detailed monthly financial reporting ensuring that client funds are managed wisely. These practices, combined with a long-standing commitment to excellence, support the firm's ability to deliver reliable management solutions within the Charlotte market and beyond.
    View company profilearrow_forwardlanguageWebsitelinkLinkedIn
    Quick Overview

    Experience

    Mid Level

    Education

    High School diploma or equivalent required

    Job Type

    Full-Time

    Skills Required

    Microsoft Office SuiteWordExcelOutlook
    $176k-196karrow_forward
    Is this Transitions Clerk job remote, hybrid, or on-site?expand_more
    William Douglas Management, Inc. has listed this Transitions Clerk role as on-site.
    How much experience is required for this Transitions Clerk role?expand_more
    Candidates for Transitions Clerk at William Douglas Management, Inc. should have mid level.
    What skills do you need for the Transitions Clerk role at William Douglas Management, Inc.?expand_more
    Key skills for Transitions Clerk at William Douglas Management, Inc. include Microsoft Office Suite; Word; Excel; and Outlook.
    What education is required for Transitions Clerk at William Douglas Management, Inc.?expand_more
    Educational requirements for this role: High School diploma or equivalent required.
    What category does the Transitions Clerk role belong to?expand_more
    Transitions Clerk at William Douglas Management, Inc. is part of the accounting & finance job category on Recrutus.

    About William Douglas Management, Inc.

    William Douglas Management, Inc. is a real estate firm based in Charlotte, NC, specializing in association management services for over forty years. The company focuses on enhancing the homeowner experience while working to increase overall property values for its clients. By maintaining a proactive approach, the firm ensures smooth operations through vigilant attention to detail and responsive communication between management teams, board members, and association residents.

    The organization distinguishes itself through superior customer service and the integration of advanced technology into daily operations. A state-of-the-art property management software system allows for greater efficiency and provides client boards with remote access to real-time data. This digital platform enables stakeholders to monitor financial accounts, delinquencies, work orders, and violation letters directly.

    Financial stewardship remains a core priority, with competitive vendor bid processes and detailed monthly financial reporting ensuring that client funds are managed wisely. These practices, combined with a long-standing commitment to excellence, support the firm's ability to deliver reliable management solutions within the Charlotte market and beyond.

    Browse more roles: All William Douglas Management, Inc. jobs, accounting & finance jobs on Recrutus.

    Recrutus

    Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

    Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

    publiclanguageshare
    Job seekers
    Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
    Job types
    Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
    Top states
    Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
    Top categories
    Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsAccounting & Finance jobsSales jobsIT jobsHospitality & Catering jobs
    Popular skills
    CDL-A jobsRegistered Nurse jobsBLS jobsEnglish jobs
    Featured employers
    Company
    About usFAQContactPrivacy policyUS privacy notice

    Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

    © 2026 Recrutus. All rights reserved.
    Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
    Accessibility