Capital & Patronage Coordinator Job at Robert Half (Matawan)

Job Description

We are looking for a detail-oriented Capital & Patronage Coordinator to support member financial administration for a retail food store organization. This position plays a key role in maintaining accurate capital and patronage records, preparing required financial communications, and ensuring members receive timely, attentive support. The ideal candidate is comfortable working with financial data, regulatory documentation, and bilingual communication while helping improve reporting accuracy and operational efficiency.

Job Responsibility

Manage and reconcile member capital (equity) accounts, ensuring accuracy and completeness
Prepare annual patronage dividend calculations and supporting analyses
Calculate semi-annual capital requirements and maintain supporting documentation
Generate and distribute quarterly capital account statements and annual patronage notices
Prepare and distribute quarterly loan statements
Support year-end patronage allocation, reporting, and related financial processes
Prepare, file, and distribute Form 1099s in compliance with regulatory requirements
Maintain accurate, timely, and organized member financial records
Serve as the primary point of contact for member inquiries regarding capital balances, patronage dividends, account activity, and financial statements
Communicate complex financial information clearly and professionally in both English and Spanish
Assist members with account maintenance, documentation requests, and record updates
Partner with internal finance teams to ensure exceptional member service and issue resolution
Prepare reports, distribution files, and supporting schedules for internal management review and external communications
Maintain comprehensive records of all capital, patronage, and related transactions
Support internal and external audit requests by providing required documentation and analysis
Research, identify, and resolve discrepancies in a timely manner
Identify opportunities to enhance reporting, tracking, and member communication processes
Assist in developing and standardizing member-facing communications and templates in both English and Spanish
Support system enhancements and process automation initiatives related to capital account and patronage tracking
Contribute to continuous improvement efforts that increase efficiency, accuracy, and member satisfaction

Requirements

Experience administering capital accounts, patronage programs, or other financial account processes requiring strong accuracy and control
Knowledge of financial reporting, account reconciliation, and analytical review of transactions and supporting records
Ability to prepare and manage Form 1099 documentation in accordance with regulatory and reporting requirements
Strong written and verbal communication skills in English and Spanish, with the ability to explain financial information clearly
Proficiency in researching account discrepancies, responding to audit documentation requests, and maintaining organized records
Familiarity with loan statement administration, annual reporting cycles, and recurring member-facing financial communications
Demonstrated ability to identify process improvement opportunities that strengthen efficiency, consistency, and service quality
Fluent in Spanish is required

What we offer

Medical
Dental
Vision
PTO
401k

Robert Half - All Job Offers

Select Country

Capital & Patronage Coordinator

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?

Capital & Patronage Coordinator

Team Member

Sr. Software Developer - Remote

Customer Service Representative

Customer Service Representative

Ecommerce Content & Catalogue Specialist

Senior Servicenow Developer And Integration Specialist

Staff Product Manager

Customer Service Representative

Our AI answers in your language