Financial Services Assistant (2152)

Dogwood Village of Orange County•Orange, VA

About The Position

Responsible for assisting the Director of Accounting Services and the Director of Patient Financial Services to ensure the proper handling and reconciliation of funds in accordance with current federal, state, and local standards, facility policies and procedures. Ensure that proper administrative procedures and confidentiality thereof are maintained at all time

Requirements

Demonstrated knowledge of administrative and clerical procedures and systems.
Proven ability to deliver exceptional customer service.
Proficient in Microsoft Office programs, including Word, Excel, and calendar applications.
Highly detail-oriented with strong numerical accuracy.
Strong verbal and written communication skills with residents, staff, families, vendors, suppliers, and external contacts.
Exhibits patience, professionalism, and a positive attitude toward the elderly population, with a genuine desire to serve the community.
Education and experience equivalent to an Associate’s degree in finance, accounting, or a related business field.
Experience with ADP/Paycom or other payroll/accounting software required.
Ability to stand, walk, sit, stoop, bend, and reach for extended periods.
Ability to lift up to 10 pounds occasionally (up to 33% of the time spent in performance of duties).
Ability to see, hear, and verbally communicate with residents, visitors, staff members, and other contacts during performance of duties.
Requires a satisfactory general background check, including state and local criminal history checks, as well as a satisfactory drug screening.

Responsibilities

Assists in preparing and distributing accounts payable and receivable statements.
Assists in recording and posting payments to appropriate journals and accounts, verifying accuracy, and maintaining confidentiality.
Assists in balancing accounts and responds to questions regarding financial reports and statements as needed.
Prepares and assists with annual 1099s for vendors.
Prepares, processes, and reconciles bi-weekly payroll for all employees in compliance with federal, state, and local laws.
Establishes and maintains organized filing systems.
Prepares, types, proofreads, corrects, maintains, and provides forms, reports, records, statistical data, and correspondence as requested.
Assists with delivering bank deposits as needed.
Handles petty cash requests and completes daily cash worksheets.
Ensures residents’ personal accounts are maintained according to regulations, including handling deposits, withdrawals, and monthly reconciliations.
Distributes funds to residents from personal accounts and maintains required documentation and receipts.
Develops and maintains rapport with staff, vendors, suppliers, and outside contacts, communicating clearly both verbally and in writing.
Provides clerical support to the Administrator and Directors as assigned.
Processes mail, answers telephones, and responds to inquiries promptly and courteously.
Provides receptionist coverage during absences, vacations, breaks, and lunch periods.
Attends, participates, serves on, and maintains records for committees, staff meetings, and related functions as requested.
Participates in continuing education, workshops, seminars, and training programs to maintain and enhance job competence.
Maintains resident confidentiality, treats residents with kindness, dignity, and respect, and complies with Residents’ Rights.
Maintains confidentiality related to facility policies, procedures, personnel information, and any sensitive material, sharing only what is necessary to complete assigned duties.
Other duties as assigned.
Covers the front desk during lunch periods as needed, ensuring uninterrupted reception services, greeting visitors, answering calls, and assisting staff as needed.