Business Services Associate

Business Services Associate

Buckner Retirement Services, Inc. is seeking a dedicated Business Services Associate to support our business office and provide outstanding service to residents, families, and staff. The successful candidate will play an integral role in delivering administrative assistance that meets or exceeds Buckner’s quality, service, and hospitality standards.

Beaumont, TX - Onsite
7080 Calder Ave, Beaumont, TX 77706

Full‑Time

• Accurately prepare and mail monthly resident statements.
• Ensure timely and courteous follow‑through on all resident, family member, and team member requests and questions.
• Provide assistance in the preparation of Medicare and Medicare co‑insurance claims.
• Post payments and maintain resident financial files and accounts receivable files.
• Timely and accurately prepare and verify daily deposits.
• Timely and accurately prepare or complete all resident census changes to the billing system.
• Timely and accurately post charges to resident accounts in the billing system.
• Verify accuracy of entries to the billing system.
• Accurately prepare vouchers and batch headers for accounts payable.
• Accurately enter accounts payable invoices and regional checks into the computer system.
• Verify vouchers submitted by other personnel.
• Verify accuracy of check requests and prepare regional checks.
• Timely and accurately maintain regional check log.
• Audit vendor statements monthly.
• Accurately maintain petty cash funds and records for the Business Office, Activity Department and the Resident Trust Fund.
• Maintain accurate files for accounts payable and regional checks using an established record retention system.
• Create timely and accurate documentation; accurately prepare and proofread letters, memos, spreadsheets and other correspondence as required.
• Timely and accurately prepare expense reports for the Executive Director and Administrator.
• Perform administrative duties for the Executive Director and Director of Business Services.
• Serve as Relief Receptionist as required.
• Open and process mail daily.
• Answer phones, take messages and promptly respond to requests for information.
• Maintain compliance with all Buckner policies, procedures and requirements; and with all state and federal laws and regulatory requirements.
• Work successfully as part of a team and develop and maintain strong working relationships with co‑workers.
• Attend and participate in staff meetings and training as required.
• Perform general office tasks as required.
• Perform special assignments, projects, and other duties as required.

• High School Diploma (or G.E.D.) required; minimum 2 years of prior related administrative experience preferred.
• Intermediate level experience with Microsoft Office, Excel and PowerPoint.
• Basic understanding of bookkeeping principles.
• Proficient ability to speak, read and write English.
• Ability to speak clearly and be understood effectively in face‑to‑face interactions and on the phone.
• Ability to hear and receive verbal instructions; manage communication in background noise.
• Ability to understand and carry out detailed oral and written instructions.
• Can work under close supervision and exercise excellent professional judgment.
• Capable of maintaining confidentiality.
• Excellent attention to detail and organizational skills.
• Effective interpersonal skills and ability to communicate in both oral and written forms.
• Professional work habits, punctuality, grooming, dress and positive demeanor in interactions with residents, families, and community.
• Proficient operating computer tasks and related office equipment (telephone, typewriter, copy machine, fax machine, postage machine, adding machine).
• Professional commitment to Christian principles and teachings, aligning with Buckner’s mission, vision and values.
• Licensed driver (age 21+) who can operate assigned or personal vehicle, provide proof of liability insurance, and be eligible under Buckner’s insurance policy.
• Ability to lift up to 50 pounds occasionally, up to 20 pounds frequently, and up to 10 pounds continuously.
• Ability to walk, stand and sit for prolonged periods.
• Good health and free of infectious disease or skin lesions during the…