Office Assistant

• Open, sort, and batch incoming mail and payments by trust
• Scan, index, and upload documents accurately and in a timely manner
• Organize workflows across internal systems (Perceptive, Smartsheet)
• Maintain and update tracking spreadsheets for member data and enrollment processes
• Prepare documents, packets, and reports for internal and external distribution
• Copy forms and correspondence as needed
• Send and receive faxes
• Provide front desk support, including answering calls, greeting visitors, and assisting walk-ins
• Coordinate member meetings with remote staff via Microsoft Teams
• Assist with preparation and distribution of participant materials
• Perform additional administrative support tasks as directed by management

• Previous experience in an office support, receptionist, or administrative assistant role
• Ability to scan, organize, index, and maintain high volumes of documents with strong attention to detail
• Comfortable handling inbound phone calls, greeting visitors, and providing attentive front-desk support
• Proficiency with clerical tasks such as copying, filing, faxing, and preparing spreadsheets
• Experience sorting incoming mail and working with sensitive paperwork in an organized manner
• Working knowledge of Microsoft Office tools and ability to learn internal workflow systems quickly
• Strong communication skills in English
• Spanish language ability is a plus
• Ability to manage multiple priorities effectively in a fast-paced work setting

Spanish language ability is a plus

• Medical, vision, dental, and life and disability insurance
• 401(k) plan