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This role is ideal for someone who enjoys being organized, communicating professionally with clients, and keeping daily operations running smoothly. Youll assist with scheduling, client communications, document preparation, and office coordination while maintaining confidentiality and accuracy.

HOUR

Administrative Assistant/Office mgr. (Part-Time) Financial Services / Retirement PlanningLocation: 100 Fountain Ave. Suite 404Were seeking a dependable, detail-oriented Administrative Assistant/Office manager to support a busy financial services and retirement planning office. This role is ideal for someone who enjoys being organized, communicating professionally with clients, and keeping daily operations running smoothly. Youll assist with scheduling, client communications, document preparation, and office coordination while maintaining confidentiality and accuracy.34 days per week7 hours per dayHours: [ 9:00 AM5:00 PM] 1 hr. lunch (set schedule with some flexibility as needed)Salary Range: $13.00 per hour BenefitsHourly Base Salary + Bonus OpportunitiesCareer Growth OpportunitiesHands on TrainingMon-Fri Schedule Responsibilities Key ResponsibilitiesGreet clients and provide professional, welcoming in-office experienceAnswer phones, manage email communication, and route requests appropriatelySchedule appointments, manage calendars, and send reminders/follow-upsPrepare, organize, scan, and file client documents (digital and paper)Support meeting preparation (packets, forms, notes, basic follow-up tasks)Perform data entry and maintain accurate client recordsAssist with basic office tasks such as supply ordering and general organizationHelp track workflow items, deadlines, and outstanding client requestsHandle sensitive client information with discretion and professionalismOther administrative duties as assignedAdministrative Assistant/Office mgr. (Part-Time) Financial Services / Retirement PlanningLocation: 100 Fountain Ave. Suite 404 Requirements Required QualificationsHigh school diploma or equivalentStrong attention to detail and ability to follow documented processesProfessional communication skills (phone, email, and in-person)Comfortable with computers and office equipment (scanner, copier, printer)Ability to maintain confidentiality and handle sensitive informationPreferred Qualifications (Nice to Have)1+ year administrative, receptionist, or office support experienceExperience with Microsoft Office and/or Google WorkspaceComfortable working with client records, forms, and compliance-minded processesFinancial services, insurance, banking, or professional office experience a plusEfficient typingSkills & Traits We ValueOrganized, reliable, and punctualFriendly and client-focusedAble to manage multiple tasks without losing accuracyComfortable working independently and as part of a small teamWilling to learn new systems and procedures

Jordan Insurance & Investments inc.

Administrative assistant/ Office manager

Administrative Skills

Banking Services

Calendar Management

Communication Skills

Copying Machines

Customer Relations

Data Entry

Detail Oriented

Document Scanners

Email Management/Administration

Financial Services

Insurance

Microsoft Office

Multitasking

Office Equipment

Office Management

Operations

Organizational Skills

Printers

Record Keeping

Retirement Planning

Telephone Skills

Time Management

Typing

IdealTraits

FEED

OTHER

Ensure members are scheduled, staff is scheduled, time sheets are managed, payroll is prepared, inventory is managed and other general practice management functions occur. We are an integrated care company with three lines of service 1) Senior Primary Care 2) PACE - The Program of All-Inclusive Services for the Elderly and 3) Care Management.

<h3>About LIFE COORDINATED: </h3>LIFE COORDINATED is transforming eldercare and we invite you on this journey. We are an integrated care company with three lines of service 1) Senior Primary Care 2) PACE - The Program of All-Inclusive Services for the Elderly and 3) Care Management. Our corporate mission is to help elders live their best life at home with support and dignity.<h3>The Role Mission:</h3>The role mission of the Business Office Manageris to help grow the Senior Primary Care line of business. The right candidate should be a self starter with the ability and desire to get things done. This is a minimum 40 hour role working in the community at the delivery sites and in the office in Benton, KY. This is a key role around which an expanding team will be built. Healthcare and or Physician Practice Management required. Below are many of the key ROLE RESPONSIBILITIES:<ul><li><ul><li>Practice Management<ul><li>Ensure members are scheduled, staff is scheduled, time sheets are managed, payroll is prepared, inventory is managed and other general practice management functions occur</li><li>Be familiar with HIPAA and other regulatory requirements</li></ul>Business Office Operations:<ul><li>Oversee various practice operations, including Billing, Scheduling, Coding, Payroll Processing, Inventory Accounting, and Patient Billing.</li><li>Ensure accurate and timely financial transactions.</li></ul>Financial Reporting:<ul><li>Prepare and distribute monthly financial statements timely.</li><li>Assist with regulatory reporting requirements (CMS, IRS, etc..).</li></ul>Technical Accounting:<ul><li>Research and address technical accounting issues to ensure compliance.</li><li>Support/oversee month-end and year-end close processes.</li></ul>Budgeting and Forecasting:<ul><li>Track and administer budgets and financial forecasts.</li><li>Analyze variances and provide insights to improve financial performance.</li></ul>Internal Controls:<ul><li>Adhere to business processes and accounting policies.</li><li>Strengthen internal controls to safeguard financial integrity.</li></ul></li><li/></ul></li></ul><ul></ul><ul></ul><ul></ul>EDUCATION: Bachelors Degree or Higher<ul><li>Bachelor's or Master's degree in accounting, finance or related field.</li><li>CPA or CMA is a bonus</li><li>Clinical Licensure AND business expertise is a bonus.</li></ul>EXPERIENCE: <ul><li>Proven work experience healthcare operations and Physician Practice Management</li><li>At least 5 years healthcare operations and or Physician Practice Management</li><li>Thorough knowledge of generally accepted accounting principles (GAAP).</li><li>Experience with creating financial statements and general ledger functions.</li><li>Excellent accounting software user and administration skills.  NetSuite  a plus.</li><li>Advanced knowledge of Excel</li><li><ul></ul></li></ul>ADDITIONAL IMPORTANT ATTRIBUTES:<ul><li>Effective communicator.</li><li>The ability to think strategically.</li><li>Strong analytical skills.</li><li>Demonstrates unwavering integrity, maintaining transparency and ethical conduct.</li><li>Strong problem-solving skills.</li><li>The ability to manage accounting staff, providing guidance, training and performance evaluations.</li></ul>

Administration Jobs in Pottsville, KY

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Administration Jobs in Pottsville, KY

Administrative assistant/ Office manager Jordan Insurance & Investments inc.

Business Office Manager HEOPS Inc

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