Fiscal and Administrative Assistant

Tri-County Human Services, Inc.; Lakeland (FL); On-site; USD 35,000 - 52,000; Full time

Job summary

Tri-County Human Services, Inc. seeks an Administrative Records Specialist to manage Accounts Payable document scanning and indexing in SharePoint, ensuring accurate filing for audits and retrieval.

You will also log medication receipts and prescriptions, enter data into the Behavioral Health software, and assist the Finance Manager with various administrative tasks to support department efficiency. Working with healthcare records requires confidentiality and attention to detail in a

Qualifications

• Proficiency in Microsoft Excel for data entry and spreadsheet maintenance.
• Experience with document management and PDF software.
• Ability to scan, organize, and maintain electronic records.

Responsibilities

• Archive AP documentation in SharePoint by scanning, indexing, and organizing records.
• Record and track medication receipts and prescriptions in logs and software.
• Assist Finance Manager with administrative, accounting, and recordkeeping duties.
• Provide support to departments to meet organizational needs.

Skills

Microsoft Excel

Education

High school diploma or GED

Tools

Adobe Acrobat

Foxit PDF Editor

Job description

Position Description

This position is responsible for scanning and uploading Accounts Payable payment documents of various types into SharePoint, ensuring accuracy and proper record management. The role also involves recording, monitoring, and tracking medication incidentals, maintaining accurate documentation and supporting compliance with established procedures.

Position Expectation

In keeping with the mission and core values of Tri-County Human Services, all persons served, stakeholders, and fellow employees will be treated with dignity, respect, and shown sensitivity to their cultural diversity. Referenced by policy numbers 100.000, 100.000A, and 100.004.

Primary Duties and Responsibilities

• Archives Accounts Payable documentation in SharePoint by scanning, indexing, and organizing records within the Accounting Drive. Maintains a systematic filing structure that ensures documents are accurately stored, easily searchable, and readily accessible for retrieval, audits, and reference purposes at any time.
• Records and tracks medication receipts and prescriptions using established logs and procedures. Accurately enters medication information into the Behavioral Health software system by client, ensuring documentation is complete, up-to-date, and readily available for monitoring, reporting, and compliance purposes.
• Serves as support to the Finance Manager by assisting with administrative, accounting, and recordkeeping duties. Provides timely assistance with special projects, document management, data entry, and other tasks necessary to support the overall effectiveness of the Finance Department.
• Performs other related work as required, providing support to departmental operations and assisting with additional responsibilities to meet organizational needs.

Minimum Training and Experience

Graduation from an accredited high school or possession of a GED equivalent required. Proficiency in Microsoft Excel, including data entry and spreadsheet maintenance, is required. Experience using document management and PDF software such as Adobe Acrobat or Foxit PDF Editor is preferred. Ability to accurately scan, organize, and maintain electronic records in a digital filing system is essential.