20four7VA

Administrative Assistant

• Verify patient insurance coverage before appointments
• Review and update insurance policy, eligibility, and patient insurance records
• Request updated insurance documentation and flag incomplete or inconsistent information
• Review, correct, resubmit, and track rejected, denied, incomplete, or unpaid claims
• Document claim corrections, resubmissions, follow-up actions, and insurer communications
• Review remittance advice, Explanation of Benefits, and insurer payment summaries
• Post insurance payments, adjustments, patient responsibility amounts, and account updates
• Identify denied claims, underpayments, overpayments, and payment discrepancies
• Reconcile insurance payments against remittance reports and patient accounts
• Review outstanding balances, investigate account discrepancies, and maintain patient ledgers and account notes
• Support month-end reconciliation activities
• Contact insurers or use payer portals to follow up on delayed, denied, partially paid, or unresolved claims
• Assist with patient billing inquiries and prepare account information for billing follow-up
• Maintain documentation, trackers, spreadsheets, claim logs, billing reports, and reconciliation records
• Manage electronic communications with medical practices, referral sources, insurers, and approved healthcare stakeholders
• Prepare and send approved patient visit, referral, intake, assessment, progress, attendance, treatment, discharge, and insurance documentation
• Ensure communications are accurate, professional, timely, confidential, and sent through approved channels
• Escalate complex billing, privacy, clinical, or communication matters to management or the appropriate clinician
• Comply with privacy, confidentiality, HIPAA, Bermuda PIPA, and client data-handling requirements
• Report suspected privacy breaches or unauthorized disclosures immediately
• Deliver services under an independent contractor agreement, Master Services Agreement, and Statement of Work

Remittance Payments, Medical Administrative Assistant

Executive Assistant

• Monitor designated business phone and text lines during the shift
• Follow established protocols for last-minute cancellations and urgent situations
• Coordinate replacement coverage when required
• Recognize labor-related notifications and promptly alert the appropriate team member
• Confirm scheduled care providers have arrived as expected
• Document incidents clearly for the daytime team
• Provide calm, professional communication to clients and team members
• Maintain accurate lead records, follow-up statuses, and sales-pipeline information
• Send approved first-touch and follow-up messages to new inquiries
• Assist with email campaigns and segmented communications
• Set up new clients across company systems after contracts are signed
• Maintain client records, calendar reminders, forms, and lifecycle information
• Track outstanding client items and follow up as needed
• Assist with payment-status tracking and recurring operational reports
• Maintain applicant records and candidate statuses
• Schedule interviews and screening calls
• Send documented candidate communications and collect required information
• Assist with new-hire system access, calendars, and onboarding materials
• Support data cleanup, process documentation, research, and operational projects
• Use established systems and AI workflows to improve day-to-day efficiency
• Deliver task-specific remote services to support client efficiency, service delivery, and operational functions

Client Operations & After-Hours Support Virtual Assistant

• Manage and maintain the GoHighLevel environment
• Clean and organize contacts, lists, tags, and segmentation
• Manage unsubscribed contacts and database hygiene
• Build and maintain workflows, triggers, campaigns, and automations
• Create and maintain email nurture sequences
• Troubleshoot CRM and automation issues
• Test workflows before campaigns and launches go live
• Build and maintain landing pages, forms, funnels, upsells, and downsells
• Support waitlists, open-cart sequences, and ongoing nurture flows
• Connect forms and funnels to appropriate CRM workflows
• Support technical setup and testing for digital product launches
• Assist with course-hosting and related digital-product systems
• Monitor and troubleshoot launch-related technical issues
• Support Stripe and PayPal integrations and testing
• Assist with Zoom setup and technical support for live online sessions
• Make technical website updates as directed
• Coordinate with the Marketing VA on lead capture, campaigns, and social-to-CRM workflows
• Participate in relevant team meetings and track technical action items
• Maintain and update SOPs for GoHighLevel, funnels, automations, and recurring technical processes
• Track and report technical, funnel, and campaign KPIs
• Provide regular progress and task updates through ClickUp
• Maintain organized technical documentation
• Use AI tools to improve automation, troubleshooting, and workflow efficiency
• Collaborate with the client’s marketing function to align public-facing activity and backend automation
• Deliver task-specific services under an agreed scope of work

GoHighLevel Automation & Funnel Virtual Assistant

• Research organizations in England and Wales with approximately 1,000–10,000 employees
• Identify companies with meaningful HR/People functions, management populations, and organizational complexity
• Research growth, restructuring, transformation, management-development, workforce-change, and employee-support signals
• Evaluate publicly available information to determine commercial relevance
• Identify senior HR, People, Operations, Transformation, and organizational-development decision-makers
• Identify and verify professional/company email addresses of relevant decision-makers where reasonably obtainable
• Research direct, warm, second-degree, and other relevant access routes
• Prepare concise, source-backed prospect briefs
• Explain organization fit, relevant triggers, timing, business signals, decision-makers, contact information, access routes, and research hypotheses
• Prioritize opportunities based on fit and available evidence
• Distinguish factual findings from research-based inference
• Ensure findings and hypotheses are traceable to identifiable source evidence
• Deliver services professionally according to agreed timelines, guidelines, and deliverables
• Support clients with business efficiency, service delivery, or operational functions through task-specific services

B2B Market Research, Prospect Intelligence Virtual Assistant

• Manage the CEO’s Outlook calendar, scheduling, rescheduling, time zones, and travel time
• Prepare meeting briefs, agendas, and relevant background information
• Coordinate travel arrangements and itineraries
• Organize expense receipts and supporting documentation
• Track deadlines, appointments, speaking engagements, and certifications
• Keep priorities and follow-ups organized
• Maintain project, team, vendor, and pipeline information in Airtable
• Perform recurring data entry, cleanup, and record maintenance
• Update project statuses and maintain accurate information after meetings and calls
• Pull basic reports and views for deadlines, tasks, and pipeline activity
• Set up Trello boards for new projects and organize client documents in SharePoint
• Support registration lists, attendee information, and event-related data entry
• Research and shortlist event vendors including venues, catering, AV, production, rentals, transportation, and staffing
• Request and organize quotes, availability, COIs, W-9s, and vendor information
• Prepare side-by-side vendor comparisons
• Maintain vendor records, rates, contacts, and performance information
• Track contracts, deposits, and payment deadlines
• Coordinate internal meetings, take notes, and track action items
• Format and proof decks, reports, run-of-show documents, and other client materials
• Organize shared files, contact lists, and company records
• Prepare documents, PDFs, and e-signature requests
• Maintain consistent filing and naming conventions
• Assist with scheduling social posts and maintaining the content calendar
• Organize video and marketing files
• Support additional administrative tasks as business needs evolve
• Deliver defined, task-specific services under an independent contractor agreement and agreed Statement of Work

Executive & Team Virtual Assistant

• Manage calendars, appointments, reminders, and upcoming priorities
• Attend assigned virtual meetings and take detailed, organized notes
• Track action items, commitments, and follow-ups from meetings
• Help ensure important deadlines and responsibilities are met
• Schedule meetings, appointments, and routine communications
• Keep the owner organized and informed of upcoming priorities
• Enter production-report information into the company's internal project-tracking system
• Perform recurring project data entry accurately and consistently
• Assist with submittals and other project documentation
• Organize meeting records and project-related information
• Download, transfer, and maintain information within company systems
• Support the Project Manager with repetitive administrative tasks
• Assist with additional project and operational administration as trained
• Send professional emails and routine project communications
• Follow up on outstanding administrative items
• Coordinate routine meetings and appointments with outside contacts
• Communicate with vendors, clients, or project contacts when directed
• Provide proactive updates and raise questions when information or direction is unclear

Executive & Project Administrative Virtual Assistant

• Communicate daily with Spanish-speaking crews, subcontractors, and team leads
• Conduct morning, midday, and end-of-day check-ins as needed
• Communicate schedules, priorities, project changes, and job information
• Follow up on progress, outstanding items, and delays
• Coordinate routine communication with vendors and clients when directed
• Adapt communication between the owner, crew leaders, field workers, vendors, and clients
• Collect job-site updates, photos, completed-work information, and equipment status
• Prepare organized end-of-day reports for owner review and next-day planning
• Assist with estimates using existing templates and previous project information
• Help prepare project scopes and material lists
• Build online material/vendor carts for owner review and approval
• Maintain project spreadsheets, files, cost-code information, and supporting documentation
• Assist with Contractor Foreman if implemented by the business
• Use Claude and other approved AI tools for estimates, scopes, material planning, templates, and administrative work
• Create repeatable workflows from existing examples and processes
• Help document recurring processes
• Organize information managed by the owner
• Assist with additional construction operations and administrative tasks as assigned

Bilingual Construction Operations & Project Coordination Virtual Assistant

• Make outbound calls to homeowners using client-provided lists
• Answer inbound campaign calls
• Explain the EmPower+ program and enrollment process
• Build rapport, establish trust, answer questions, and address concerns
• Screen homeowners for basic eligibility
• Guide qualified homeowners through applications and documentation requirements
• Follow up until applications are submitted and approved
• Escalate questions or situations requiring the client’s assistance
• Log all calls and outcomes in Zoho CRM
• Maintain accurate contact information, enrollment status, eligibility data, and follow-up records
• Track missing documents, incomplete applications, and next steps
• Follow approved scripts, calling hours, Do-Not-Call procedures, disclosures, call-recording procedures, and compliance guidelines
• Maintain confidentiality of homeowner information and documents
• Communicate important updates and stalled applications to the client

EmPower+ Enrollment Caller, Virtual Assistant

Project Manager

• Attend assigned client and project meetings
• Prepare accurate meeting minutes and agendas
• Capture decisions, responsibilities, deadlines, and action items
• Follow up with project participants on outstanding items
• Maintain project trackers and supporting documentation
• Provide organized updates on outstanding project matters
• Support administrative workflows across active design and construction projects
• Enter and maintain project financial information in spreadsheets
• Organize project files, reports, and supporting documentation
• Assist with project-specific data tracking and reporting
• Coordinate routine follow-up with consultants, contractors, vendors, and other stakeholders
• Maintain confidentiality and follow applicable project NDA requirements
• Assist with preparing and formatting client proposals
• Organize information and supporting materials for new project pursuits
• Assist with marketing and presentation materials as needed
• Support additional proposal, documentation, and project-administration tasks as the role develops
• Deliver task-specific services under a defined scope of work and independent contractor agreement
• Meet agreed timelines, guidelines, and deliverables
• Report to the designated client point of contact, to be determined

Construction Project Management, Administrative Virtual Assistant

Bookkeeper

• Monitor and organize the owner's business inbox
• Clear routine clutter and maintain the client's existing inbox organization
• Identify messages requiring immediate attention
• Flag outstanding emails or messages requiring owner action
• Draft or send basic routine emails when appropriate
• Help ensure important communications are resolved
• Monitor designated client account inboxes
• Identify incoming supplier invoices
• Forward invoices to the appropriate bookkeeping software using designated email addresses
• Maintain an organized process for incoming financial documents
• Identify missing or unusual documentation for internal review
• Review supplier statements against records in Xero
• Confirm invoices on supplier statements have been entered correctly
• Review customer remittances
• Mark applicable invoices as paid using the correct payment date
• Assist with basic transaction cross-checking and reconciliation-related administrative work
• Flag discrepancies for review
• Monitor client identification records and expiration dates
• Help ensure required client risk assessments are completed at established intervals
• Follow documented internal compliance procedures
• Maintain accurate records and trackers
• Assist with recurring anti-money-laundering and client-administration requirements
• Complete additional executive and practice-administration tasks as assigned
• Provide task-specific business support services to improve client efficiency, service delivery, and operational functions
• Report to a point of contact to be determined

Accounting/Bookkeeping

• Design marketing materials using Canva or a similar platform
• Create on-brand promotional graphics and digital assets
• Maintain consistent visual standards across marketing materials
• Support recurring promotions and marketing initiatives
• Design and prepare the weekly newsletter using Flodesk
• Format images, content, links, and calls to action
• Assist with routine email-marketing updates and revisions
• Make visual and content updates within Shopify
• Update images, banners, product-related content, and page elements
• Perform basic troubleshooting and routine website maintenance
• Coordinate with the client on larger changes requiring approval
• Edit client-provided B-roll, photos, and videos into short-form content
• Create Reels for Instagram and Facebook
• Assist with social-media content preparation and publishing
• Repurpose existing assets into appropriate social formats
• Execute defined client scopes of work professionally and meet agreed timelines, guidelines, and deliverables
• Report to a point of contact to be determined

Creative Marketing, Shopify Virtual Assistant

• Monitor pharmaceutical and life-sciences news alerts
• Review relevant articles, company updates, earnings-call information, and industry developments
• Audit alert results for relevance and accuracy
• Organize and maintain research findings
• Flag meaningful developments for the internal team
• Support recurring competitive intelligence research
• Search and monitor clinical-trial databases
• Review trial status, development activity, and relevant updates
• Maintain organized records of active programs and trial information
• Track developments across selected companies, products, or therapeutic areas
• Escalate findings requiring deeper scientific or strategic review
• Work within AlphaSense and GlobalData after client training
• Maintain searches, alerts, and relevant research outputs
• Use AI tools to summarize, organize, and accelerate research
• Apply effective prompting techniques to research workflows
• Verify AI-generated outputs
• Support development of improved research workflows
• Deliver defined services professionally according to agreed timelines, guidelines, and deliverables
• Report to the designated point of contact, to be determined

Pharmaceutical Research & Competitive Intelligence Virtual Assistant

Lead Generation

• Research assigned Tier 1–4 target accounts
• Identify appropriate decision-makers and contacts
• Research global IT integrators, MSPs, VARs, OEMs, channel partners, federal prime contractors, and enterprise IT organizations
• Find and verify business contact information
• Build organized prospect lists based on client-defined criteria
• Maintain accurate account and contact records
• Execute approved outreach through email and LinkedIn
• Follow established sequences and cadence
• Personalize communication appropriately
• Follow up consistently with prospects
• Monitor and respond to routine outreach activity
• Escalate substantive prospect responses to the CEO
• Schedule qualified introductory meetings
• Conduct phone outreach as the role expands and training is completed
• Maintain the CRM / BD prospect tracker
• Update activity, responses, statuses, and next steps
• Assist with supplier, vendor, and supplier-diversity registrations
• Provide regular weekly reporting and participate in client check-ins
• Flag stalled opportunities and missing information
• Support account-based research for priority prospects
• Represent the company to enterprise and government-related prospects
• Work within client-defined targets, sequences, timelines, guidelines, and deliverables

B2B Tech Growth & Lead Generation Specialist

• Conduct proactive outbound outreach to community members by phone, text, and email
• Explain the outreach and award-recognition initiative
• Follow established scripts while maintaining a natural, conversational approach
• Build rapport and encourage members to participate in the qualification process
• Ask qualification questions accurately and consistently
• Guide members through surveys and information gathering
• Complete reference forms and supporting documentation
• Follow up with non-responsive or incomplete members
• Escalate questions or situations outside the established process
• Maintain ownership of assigned members through completion
• Record calls, texts, emails, responses, and follow-up activity in Close.io
• Maintain accurate member records and update qualification statuses promptly
• Use CRM tasks and workflows to manage follow-up
• Maintain an organized pipeline and track unanswered calls and messages
• Prioritize outreach based on deadlines and member status
• Maintain spreadsheets, trackers, and contact information
• Assist with data cleanup and contact management
• Send professional follow-up emails and SMS using approved messaging
• Coordinate scheduling through Google Calendar when needed
• Complete supporting documentation accurately
• Support additional administrative tasks related to the outreach initiative
• Meet established project deadlines and activity expectations

Bilingual Member Outreach, Award Qualification Virtual Assistant

Business Development Rep

• Research assigned Tier 1–4 target accounts
• Identify decision-makers and contacts
• Research global IT integrators, MSPs, VARs, OEMs, channel partners, federal prime contractors, and enterprise IT organizations
• Find and verify business contact information
• Build organized prospect lists based on client-defined criteria
• Maintain accurate account and contact records
• Execute approved outreach through email and LinkedIn
• Follow established sequences and cadence
• Personalize communications and follow up consistently
• Monitor and respond to routine outreach activity
• Escalate substantive prospect responses to the CEO
• Schedule qualified introductory meetings
• Conduct phone outreach as the role expands and training is completed
• Maintain the CRM and business-development prospect tracker
• Update activities, responses, statuses, and next steps
• Assist with supplier, vendor, and supplier-diversity registrations
• Provide regular weekly reporting and participate in client check-ins
• Flag stalled opportunities and missing information
• Support account-based research for priority prospects
• Represent the company to enterprise and government-related prospects