SUMMARY:

Responsibilities include performing support to the day-to-day activities of the designated office and supporting all staff.

ESSENTIAL DUTIES and RESPONSIBILITIES:

• Assist with Client Depositors in Acumatica, new account setup, filing, recording data including invoicing, payments, inventory
• Inactive Accounts: Scan and shred terminated and inactive files and archive on the web
• File maintenance/archiving of tank room documents
• Answer phone calls and respond to client inquiries; as needed, direct calls to the appropriate staff member
• Contact clients regarding past due balances
• Assist with collections tasks, as assigned
• Provide clients with requested documents via email or mail
• Process inbound client documents, adding notes to client account in Acumatica and delivering information/files to appropriate staff
• Assist in monthly billing of client depositors
• Monthly billing clean-up tasks
• Process accounts for termination
• Prepare shipping documents
• Create UPS air bills, as needed
• Receive, sort, and distribute mail, and process checks
• Manage the Customer Portal, Fax, Info, Billing and DocuSign Forms inboxes by responding to inquiries, distributing/processing documents, as assigned
• DocuSign File organization/review/follow-up
• File Reviews
• Follow up on Auto Charge Declines, Financial Assistance, Minor Clients, Deceased Client Depositors, etc.
• Third Party billing tasks, as assigned
• Contact clients for updated addresses/contact information, as needed
• Ongoing completion of Administrative Training Tasks for Office Assistant

SECONDARY DUTIES and RESPONSIBILITIES:

• Accompany CSAs on clinic visits
• Order Office Supplies
• Quarterly Recording of marketing supplies and inventory
• Perform duties as outlined and other duties, as assigned

SPECIAL and ONGOING PROJECTS:

To be determined based on time and need.

Reasonable accommodation may be made to qualified individuals with disabilities to perform the essential functions of the job.

QUALIFICATIONS:

• High School diploma or GED, diploma or transcripts required
• One year of relevant office experience
• Excellent verbal and written communication skills
• Excellent organizational skills and strong attention to detail
• Flexibility and a positive attitude
• Self-motivated and team player
• Ability to perform light lifting, up to 10 lbs.

Job Type: Full-time

Pay: $17.24 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Coconut Creek, FL 33073: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• High school or equivalent (Required)

Experience:

• Office Assistant: 1 year (Required)

Work Location: In person

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