Disability Services of the Southwest/Lifespan Home health · 1 month ago
Budget Audit Admin Assistant needed in San Antonio
Disability Services of the Southwest is looking for a Budget Advisor Administrative Assistant to join their San Antonio office this holiday season. The role involves assisting with data transfer, supporting payroll processes, and maintaining client files while ensuring compliance with policies and procedures.
Health CareMedical
Responsibilities
Assist with data transfer to new payroll and SharePoint system
Support data entry and payroll processes
Answer incoming calls and respond to client, case manager, or employee inquiries
Process new customers following established procedures
Request new service plans from case managers and case workers as needed
Maintain accurate client files, record discharges and transfers, and deactivate files when necessary
Prepare, record, and track files going to storage
Process customer employee changes (pay levels, addresses, etc.)
Assist in distribution, fixing, and filing quarterly reports to customers and case managers
Maintain positive relationships and open communication with customers, families, case managers, vendors, and other business representatives
Observe confidentiality policies at all times
Comply with federal, state, and company policies, procedures, and regulations
Perform other related duties as assigned
Qualification
Required
High school diploma or GED required
Two years' experience as an administrative assistant
Competent in MS Word, Excel, and Outlook
Ability to quickly learn agency-specific software
Must have reliable transportation
Preferred
Bilingual (English/Spanish) preferred but not required