• Finance Office Assistant

    Cornerstone Caregiving (Waco, TX)


    Finance Office Assistant

     

    for Waco, TX

     

    Finance & Accounting

     

    Full-Time

     

    Waco, TX

    Job Summary

    The Finance Office Assistant will support the day-to-day financial operations of the organization primarily responsible for processing, recording, and organizing all physical payments received at our corporate office. This position ensures accurate and timely application of payments, maintains financial documentation, and supports weekly invoicing procedures. The ideal candidate is highly organized, detail-oriented, and capable of handling sensitive financial information with professionalism.

     

    Benefits

     

    Compensation

     

    Competitive starting salary that corresponds to the applicant’s experience and this role’s needs

     

    Career Development & Support

     

    Receive initial corporate training & ongoing corporate support while you develop professionally

     

    Benefits

     

    Receive paid Health, Dental, and Vision insurance on top of a competitive starting salary

     

    Perks

     

    Enjoy an allocated phone stipend and PTO to recharge as needed

     

    Meaningful Impact

     

    Experience fulfillment by serving those that directly impact our elderly population & their families

    Responsibilities and DutiesMail & Document Handling

    + Receive and sort all incoming physical mail for the Finance department.

    + Scan and distribute relevant documents to remote finance team members.

    Check & Payment Processing

    + Review remittance information to accurately apply check payments to the correct client invoices.

    + Communicate with local offices to request missing remittance details when needed.

    + Log all payments received at the corporate office, maintaining a complete and accurate payment record.

    + Deposit checks using a remote bank scanning system in accordance with established procedures.

    + Digitally file all remittance documents in the company’s electronic system for tracking and compliance.

    Invoicing Support

    + Prepare, print, and mail client invoices weekly, every Thursday.

    + Ensure consistency and accuracy in invoice documentation and distribution.

    General Finance Support

    + Assist with ad hoc projects and administrative tasks as assigned by Finance leadership.

    + Maintain confidentiality and integrity in all financial transactions and communications.

    + Create budgets within the credit card dashboard by location and issue physical and virtual cards as needed.

    Qualifications and Skills

    + Associate’s or Bachelor’s degree in Accounting, Finance, or Business preferred.

    + 1–2 years of experience in accounts receivable, finance, or administrative support preferred.

    + Proficiency in Microsoft Excel, Outlook, and document scanning software.

    + Strong attention to detail and accuracy in handling financial records.

    + Excellent communication skills and ability to follow up professionally and promptly.

    + Reliable, organized, and capable of working independently in a fast-paced environment.