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Billing and Office Operations Coordinator
Aging Life Care Association®. Enter and categorize business transactions in QuickBooks Online, tying each transaction to the correct client or account .
Posted 9/26/2026full-timeJupiter • Florida • United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite
About the role
Key responsibilities & impact- Enter and categorize business transactions in QuickBooks Online, tying each transaction to the correct client or account
- Reconcile bank and credit card statements and resolve discrepancies with supporting documentation
- Generate and deliver client invoices in MyJunna according to the monthly billing cycle
- Follow up on outstanding balances and monitor accounts receivable
- Maintain organized client billing status and payment history records
- Monitor bank accounts, credit cards, and care manager expense cards for unauthorized charges or unusual activity
- Coordinate monthly financial-record reviews with the bookkeeper and report outcomes to the owner
- Respond to client and family billing inquiries and redirect clinical questions appropriately
- Process payroll using QuickBooks Payroll, including direct deposit, on each scheduled pay date
- Maintain payroll records and support timely, compliant payroll tax filings
- Prepare regular financial reports for the owner, including profit and loss and account summaries
- Maintain accountant-ready records for tax preparation and annual filings
- Provide scheduling, correspondence, and other administrative support to the owner
- Complete required documentation, reports, and owner check-ins accurately and on time
- Assist with occasional local errands and light administrative tasks
- Support special projects, process documentation, and vendor or account correspondence
- Follow financial authority limits and escalate restricted decisions to the owner
Requirements
What you’ll need- Working knowledge of QuickBooks Online, including basic bookkeeping and data entry
- Comfortable following an established invoicing/billing process; prior billing experience is helpful but not required
- Experience processing payroll for a small team
- High school diploma or equivalent
- Based in or near the Jupiter area
- Dedicated home workspace with reliable internet
- Ability to handle sensitive financial and client-related information in compliance with HIPAA
- Ability to maintain accurate, organized, accountant-ready financial records
- Familiarity with client billing/invoicing software beyond QuickBooks is preferred
- Prior experience with MyJunna or a similar client management/billing platform is preferred
- Prior experience in home care, care management, or a healthcare-adjacent industry is preferred
- Must comply with HIPAA, client confidentiality, company device and data policies, and PBCM operational and professional standards
- Must complete a Florida Level 2 fingerprint background screening where applicable
- Reliable, organized, detail-oriented, and comfortable with structured, repetitive daily work
- Clear, professional written and verbal communication
- Trustworthiness with sensitive financial and client-related information
- Comfortable receiving direction and feedback
- Ability to recognize matters outside the role’s authority and escalate them to the owner
- Comfortable using QuickBooks
- Ability to sit and use a computer and standard office equipment for extended periods
- Local travel availability for occasional errands or in-person tasks
- Visual and hearing acuity sufficient to review financial documentation and communicate effectively
Benefits
Comp & perks- Paid Holidays
- Competitive salary
- Health insurance
- Paid time off
- Flexible work from home options
- Reasonable accommodation for qualified individuals with disabilities
- Annual CE reimbursement
- Performance bonus