Financial Assistant/ Receptionist

This role is a key part of our patient experience. As Financial Assistant, you'll guide families through treatment fees, insurance benefits, and payment options with clarity, precision, and confidence. In addition, you'll serve as support for the front desk — assisting with phone calls, messages, and patient communication during high-volume periods.

The ideal candidate is detail-obsessed, comfortable with numbers, thorough, and friendly without losing focus in a fast-paced office.

Key Responsibilities
Financial Coordination
Present treatment fees and customized payment options to families, accurately and consistently
Verify orthodontic insurance benefits and clearly explain coverage details
Manage patient accounts, payment plans, and collections with a careful eye for discrepancies
Maintain precise financial records and reports — accuracy here matters
Ensure compliance with HIPAA and office financial policies
Front Desk Support
Answer incoming calls in a friendly, professional manner
Assist with patient questions and route calls appropriately
Support the scheduling team during high-call-volume times
Manage voicemail and patient messages promptly and accurately
Help maintain smooth patient flow in a busy office environment
What We're Looking For
Medical, dental, or orthodontic financial/billing experience REQUIRED
Strong understanding of insurance verification and claims
A sharp eye for detail — comfortable double-checking numbers, catching errors, and keeping records precise
Excellent phone skills and a confident, friendly communication style
Ability to stay focused and organized while multitasking in a high-volume setting
Thorough, methodical approach to financial tasks
Positive, team-oriented mindset
Comfortable switching between detailed financial work and warm patient interaction
What We Offer
Competitive compensation based on experience
Paid time off and holidays
Supportive, team-focused culture
Why This Role Matters
In our office, financial clarity and precise, positive communication set the tone for the entire patient experience. This position plays a critical role in helping families feel confident about both their treatment and their interactions with our team — and that confidence starts with getting the details right.

If you enjoy working with numbers, staying organized in a busy environment, and being part of a high-energy team — we'd love to meet you.

Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
Employee discount
Paid time off
Work Location: In person