Office representative job description
Updated March 14, 2024
10 min read
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Example office representative requirements on a job description
Office representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in office representative job postings.
Sample office representative requirements
- High school diploma or equivalent.
- Proficient in Microsoft Office Suite.
- Excellent organizational skills.
- Familiarity with office equipment.
- Ability to type at least 45 WPM.
Sample required office representative soft skills
- Strong customer service skills.
- Excellent verbal and written communication.
- Ability to multitask.
- Friendly and professional demeanor.
- Attention to detail.
Office representative job description example 1
BNY Mellon office representative job description
Middle Office - S2Under minimal supervision, provides accounting and trading support activities for funds of moderate complexity. Performs reviews of moderately complex documents processed from across the Bank to confirm compliance with established processes and procedures. Under minimal supervision, performs moderately complex functions supporting accounting, trading and client services activities including book-keeping and data review. Reviews moderate volume of documents to ensure processors followed established procedures and took on minimal risk. Leverages some knowledge of processes of procedures to confirm findings. Tracks fund data and trades. Maintains records of moderate complexity in accordance with department policies and procedures. Provides requested data to team members.Searches for fail points in processes and drafts error reports to be provided to clients. Has some knowledge of compliance rules and service level agreements. Escalates external errors. Correction of internal errors is at the discretion of the client. Uses some knowledge of what constitutes an exception to review and identify exceptions in documentation. Confirms findings with more senior team members. If exceptions are found, checks against review guidelines to see if internal and client procedures were followed. Prepares system-generated reports or templates and conducts general data validation and reconciliation. Reviews work of junior team members.No direct reports. Provides guidance to less experienced Middle Office support staff, as needed.Responsible for the quality and completion of own work.
High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree a plus, mutual fund industry background preferred. 1-2 years of total work experience preferred. Experience in accounting support or the mutual fund industry preferred..
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree a plus, mutual fund industry background preferred. 1-2 years of total work experience preferred. Experience in accounting support or the mutual fund industry preferred..
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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Office representative job description example 2
Nevada Health Centers office representative job description
As part of Nevada Health Centers’ COVID-19 response and to protect the health and safety of our staff and patients, unless otherwise prohibited by law, new hires with a start date of November 1, 2021, or later are required to be fully vaccinated.
Fully vaccinated means at least 14 days past the last vaccination in an FDA-approved-vaccine series. For example, 14 days past the single-dose Johnson & Johnson/Janssen vaccine, or 14 days past the second dose of the two-dose Pfizer or Moderna mRNA vaccine.
To prove vaccination, you must provide either 1) the CDC-issued card you received at the time of vaccination, or 2) a copy of your COVID-19 immunization record from a state-sponsored immunization record repository.
Nevada Health Centers is looking for amazing individuals who share our vision of offering exceptional patient care and unparalleled customer service.
We are the largest community health provider in the state of Nevada, operating 17 health centers, three mobile health programs, and seven WIC offices, with a strong organizational culture of accountability and shared success.
Nevada Health Centers is looking for an enthusiastic, well rounded Front Office Representative that adapts well to change. This position is full-time and located in Carson City, NV.
The Front Office Representative performs all front desk activities and ensures completion of necessary paperwork while following all confidentiality and quality management policies.
Requirements
High school diploma, GED equivalent, or two years medical/dental front office experience. Bilingual English/Spanish preferred. Ability to operate computer operating systems Ability to read, write, and calculate mathematical figures
Responsibilities
Greets clients and patients Answers phone and takes messages Schedules patients office visit Addresses patient questions or concerns Insures patient confidentiality and complies with HIPAA requirements Ensure that patients fill out appropriate forms and checks for accuracy Obtains current identification such as; copies of drivers license, insurance card and pertinent Verifies insurance eligibility and calculate a sliding scale fee Enters registration information into computer for new patients Files registration documents in medical record according to policy and procedures Communicates appropriate policy and procedure which includes; patient payment policy Refers patients to eligibility/financial workers if available and necessary Checks for outstanding balances and encourages payment or directs patient to billing office to make payment arrangements Follow appropriate patient walk-in process Coordinates paper flow issues with the clinic team Collects patient payments at the time of visit Ensures that daily logs balance Completes deposit slip, reconciles cash collected to cash-on-hand daily Discusses account balance with patients; collect for past due payments or directs patient to billing office when applicable Locks and secures cash at end of day
About our company:
Established in 1977, Nevada Health Centers is the largest provider of primary care for the uninsured, underinsured, and geographically isolated, with 17 health centers, three mobile health programs, and seven Women, Infants, and Children offices.
Our mission:
To provide access to quality healthcare services throughout Nevada.
Our vision:
To create an integrated, provider-led healthcare system that supports the delivery of safe, effective, quality-based primary care to all Nevadans.
Nevada Health Centers (NVHC) is a Federally Qualified Health Center (FQHC) commonly called a Community Health Center (CHC). Patients are not discriminated against in the delivery of healthcare services based on race, ethnicity, national origin, religion, sex, age, mental or physical disability, sexual orientation, genetic information or source of payment.
Nevada Health Centers will provide equal opportunity employment to all employees and applicants for employment. No person shall be discriminated against in employment because of race, color, gender, age, national origin, ancestry, religion, physical or intellectual disability marital status, parental status, sexual orientation or any other category protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; stoop, kneel, or crouch. The employee must regularly lift and/or move up to 20 pounds.
Fully vaccinated means at least 14 days past the last vaccination in an FDA-approved-vaccine series. For example, 14 days past the single-dose Johnson & Johnson/Janssen vaccine, or 14 days past the second dose of the two-dose Pfizer or Moderna mRNA vaccine.
To prove vaccination, you must provide either 1) the CDC-issued card you received at the time of vaccination, or 2) a copy of your COVID-19 immunization record from a state-sponsored immunization record repository.
Nevada Health Centers is looking for amazing individuals who share our vision of offering exceptional patient care and unparalleled customer service.
We are the largest community health provider in the state of Nevada, operating 17 health centers, three mobile health programs, and seven WIC offices, with a strong organizational culture of accountability and shared success.
Nevada Health Centers is looking for an enthusiastic, well rounded Front Office Representative that adapts well to change. This position is full-time and located in Carson City, NV.
The Front Office Representative performs all front desk activities and ensures completion of necessary paperwork while following all confidentiality and quality management policies.
Requirements
High school diploma, GED equivalent, or two years medical/dental front office experience. Bilingual English/Spanish preferred. Ability to operate computer operating systems Ability to read, write, and calculate mathematical figures
Responsibilities
Greets clients and patients Answers phone and takes messages Schedules patients office visit Addresses patient questions or concerns Insures patient confidentiality and complies with HIPAA requirements Ensure that patients fill out appropriate forms and checks for accuracy Obtains current identification such as; copies of drivers license, insurance card and pertinent Verifies insurance eligibility and calculate a sliding scale fee Enters registration information into computer for new patients Files registration documents in medical record according to policy and procedures Communicates appropriate policy and procedure which includes; patient payment policy Refers patients to eligibility/financial workers if available and necessary Checks for outstanding balances and encourages payment or directs patient to billing office to make payment arrangements Follow appropriate patient walk-in process Coordinates paper flow issues with the clinic team Collects patient payments at the time of visit Ensures that daily logs balance Completes deposit slip, reconciles cash collected to cash-on-hand daily Discusses account balance with patients; collect for past due payments or directs patient to billing office when applicable Locks and secures cash at end of day
About our company:
Established in 1977, Nevada Health Centers is the largest provider of primary care for the uninsured, underinsured, and geographically isolated, with 17 health centers, three mobile health programs, and seven Women, Infants, and Children offices.
Our mission:
To provide access to quality healthcare services throughout Nevada.
Our vision:
To create an integrated, provider-led healthcare system that supports the delivery of safe, effective, quality-based primary care to all Nevadans.
Nevada Health Centers (NVHC) is a Federally Qualified Health Center (FQHC) commonly called a Community Health Center (CHC). Patients are not discriminated against in the delivery of healthcare services based on race, ethnicity, national origin, religion, sex, age, mental or physical disability, sexual orientation, genetic information or source of payment.
Nevada Health Centers will provide equal opportunity employment to all employees and applicants for employment. No person shall be discriminated against in employment because of race, color, gender, age, national origin, ancestry, religion, physical or intellectual disability marital status, parental status, sexual orientation or any other category protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; stoop, kneel, or crouch. The employee must regularly lift and/or move up to 20 pounds.
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Office representative job description example 3
Foothills Sports Medicine Physical Therapy office representative job description
At Foothills Sports Medicine Physical Therapy, we believe that we have a unique opportunity to impact and improve the lives of our patients and clients through an innovative spirit, compassionate care and hands-on, personalized care. In doing so, Foothills staff work together with our vision in mind-to be the preeminent provider of physical therapy and wellness services that advance the health and well-being of our patients, clients and communities.
Born in 2000 with one small location and the initiative to "do things differently" in the world of physical therapy, Foothills is now changing the landscape of outpatient physical therapy providers in the southwestern US. Staying true to our roots, we are physical therapist operated and believe in keeping the profession in the hands of physical therapists.
Based in beautiful Phoenix, AZ which boasts 299 days of sunshine annually, Foothills Sports Medicine Physical Therapy employees embody the adventurous and active spirit of the region. When not helping our patients regain their active lifestyles, our employees are often found pounding the pavement or grinding their gears on the thousands of local hiking and biking trails. If relaxation is your thing, sit back and enjoy the beautiful Arizona sunsets with family or friends or hit the links at our world-famous golf courses.
Full-time Employee Benefits:
+ Comprehensive medical, dental and vision coverage
+ Short term disability, long term disability and life insurance
+ 401K program with company match
+ Paid time off and six observed holidays
Think you've found your fit? See what we're looking for and apply today.
Job Purpose:
Serve as a supportive resource for our Clinics; timely scheduling of new and current patients, enhance the patient experience, ensure patient healthcare benefits are applied correctly, answer questions and become a liaison and advocate for our patients during their recovery.
Essential Job Functions
+ Provide exceptional customer service daily. The ability to multi task and prioritize multiple demands.
+ Greet patients and obtain intake paperwork.
+ Schedule patients, answer incoming phone calls and follow up on no show or canceled appointments.
+ Responsible for insurance verifications, authorizations and visit tracking.
+ Responsible for over the counter collections, data entry, medical records, scanning paperwork.
Knowledge, Skills & Abilities
+ Strong organizational and interpersonal skills dealing with a diverse range of people.
+ Ability to communicate effectively verbally and in writing.
+ Ability to apply common sense understanding to solve practical problems and deal with a variety of situations.
+ Ability to act with integrity in regards to all matters of confidentiality.
+ Ability to work a flexible schedule
+ Skilled and knowledgeable with health care insurance plans. PPO/HMO, etc.
Qualifications
Minimum Education/Experience
+ High School Diploma or equivalent; Associates degree preferred
+ One (1) year of experience working in a health care field is preferred
+ Efficiency utilizing Microsoft Office Programs (i.e. Excel, Word, Outlook, etc.)
Work Environment
This job operates in a professional work environment. This role routinely uses standard office equipment such as computers, phones, printers, scanners and photocopiers.
Physical Demands
+ The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
+ While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to type; handle or feel; and reach with hands and arms. The position is subject to lifting objects over 25 pounds infrequently. Ability to work a flexible schedule and have past/current experience with health care insurance plans. PPO/HMO, etc.
Travel Required
Negligible
Born in 2000 with one small location and the initiative to "do things differently" in the world of physical therapy, Foothills is now changing the landscape of outpatient physical therapy providers in the southwestern US. Staying true to our roots, we are physical therapist operated and believe in keeping the profession in the hands of physical therapists.
Based in beautiful Phoenix, AZ which boasts 299 days of sunshine annually, Foothills Sports Medicine Physical Therapy employees embody the adventurous and active spirit of the region. When not helping our patients regain their active lifestyles, our employees are often found pounding the pavement or grinding their gears on the thousands of local hiking and biking trails. If relaxation is your thing, sit back and enjoy the beautiful Arizona sunsets with family or friends or hit the links at our world-famous golf courses.
Full-time Employee Benefits:
+ Comprehensive medical, dental and vision coverage
+ Short term disability, long term disability and life insurance
+ 401K program with company match
+ Paid time off and six observed holidays
Think you've found your fit? See what we're looking for and apply today.
Job Purpose:
Serve as a supportive resource for our Clinics; timely scheduling of new and current patients, enhance the patient experience, ensure patient healthcare benefits are applied correctly, answer questions and become a liaison and advocate for our patients during their recovery.
Essential Job Functions
+ Provide exceptional customer service daily. The ability to multi task and prioritize multiple demands.
+ Greet patients and obtain intake paperwork.
+ Schedule patients, answer incoming phone calls and follow up on no show or canceled appointments.
+ Responsible for insurance verifications, authorizations and visit tracking.
+ Responsible for over the counter collections, data entry, medical records, scanning paperwork.
Knowledge, Skills & Abilities
+ Strong organizational and interpersonal skills dealing with a diverse range of people.
+ Ability to communicate effectively verbally and in writing.
+ Ability to apply common sense understanding to solve practical problems and deal with a variety of situations.
+ Ability to act with integrity in regards to all matters of confidentiality.
+ Ability to work a flexible schedule
+ Skilled and knowledgeable with health care insurance plans. PPO/HMO, etc.
Qualifications
Minimum Education/Experience
+ High School Diploma or equivalent; Associates degree preferred
+ One (1) year of experience working in a health care field is preferred
+ Efficiency utilizing Microsoft Office Programs (i.e. Excel, Word, Outlook, etc.)
Work Environment
This job operates in a professional work environment. This role routinely uses standard office equipment such as computers, phones, printers, scanners and photocopiers.
Physical Demands
+ The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
+ While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to type; handle or feel; and reach with hands and arms. The position is subject to lifting objects over 25 pounds infrequently. Ability to work a flexible schedule and have past/current experience with health care insurance plans. PPO/HMO, etc.
Travel Required
Negligible
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Updated March 14, 2024