Financial Assistant

Launch your Career Path at New Vitae Wellness and Recovery!

The Administrative/Finance Assistant is a vital member of our team, supporting the finance and administrative functions with a variety of tasks, including bank deposits, claims entry and management, invoice processing, monthly resident allowance sheet reconciliation, payment posting, and utilizing Excel for financial data management. This role requires an individual with good organizational skills, Excel knowledge. We are willing to train; however, a background in claims management is preferred. Additionally, this position demands excellent phone and communication skills to effectively liaise with clients, insurance companies, and internal departments.

Responsibilities:

• Bank Deposits: Accurately prepare and deposit daily cash receipts and checks.
• Claims Entry and Management: Efficiently enter and manage claims, maintain communication with insurance companies or claimants, resolve issues, and ensure timely processing and settlement of claims.
• Invoice Processing: Process incoming invoices with accuracy, ensuring timely approvals and payments.
• Monthly Resident Allowance Sheet Reconciliation: Conduct precise reconciliation of monthly allowance sheets for residents.
• Payment Posting: Post payments to appropriate accounts, ensuring accurate record-keeping.
• Excel Proficiency: Utilize Excel for data management, analysis, and reporting.
• Phone and Communication Skills: Handle phone calls with professionalism, providing excellent customer service, and maintaining effective communication with all stakeholders. This includes explaining complex information in an understandable way, resolving queries, and ensuring clear, positive interactions.

Qualifications:

• Proficiency in Microsoft Excel.
• Experienced in claims management is preferred, but not required.
• Professional phone etiquette and communication skills, both verbal and written, with the ability to convey information clearly and persuasively.
• Solid organizational skills, capable of managing multiple tasks with accuracy and attention to detail.

Education:

High school diploma required; associate degree or relevant coursework in Accounting, Finance, Business Administration, or a related field preferred.
Experience:

Previous experience in an administrative or support role within finance or accounting, particularly with responsibilities in claims management preferred.
Demonstrated ability to use Excel for financial tasks and data management.
Proven track record of effective communication and customer service skills, especially over the phone.

Skills:

Strong problem-solving, negotiation, and interpersonal skills.
Ability to work both independently and as part of a team.
Adaptability to changing priorities and new challenges, with a proactive approach to learning and development.
This position is ideal for an individual looking to learn or use their existing financial and administrative skills in a role that also values and requires excellent communication and customer service abilities. The successful candidate will contribute to the operational efficiency and financial accuracy of our organization, ensuring high levels of customer satisfaction and effective internal communication.

New Vitae Wellness and Recovery (NVWR) is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, ethnicity, ancestry, color, religion, sex/gender (including pregnancy), national origin, sexual orientation, gender identity or expression, physical or mental disability, medical condition, age, veteran status, military status, marital status, genetic information, citizenship status, unemployment status, political affiliation, or on any other basis or characteristic prohibited by applicable federal, state or local law. NVWR will consider qualified job candidates with criminal histories in a manner consistent with federal, state and local laws. Furthermore, we comply with the laws and regulations set forth by the EEOC.