Executive Assistant

• Provide day-to-day administrative and operational support
• Manage calendars, meetings, follow-ups, documentation, and other administrative activities
• Organize information, maintain accurate records, and ensure tasks are completed on time
• Manage multiple priorities and deadlines independently
• Proactively identify pending tasks and follow up without requiring constant supervision
• Support internal teams with research, coordination, and other operational needs
• Use AI tools daily to improve productivity and efficiency
• Leverage AI for research, content creation, data organization, analysis, and administrative tasks
• Identify opportunities to automate or streamline repetitive processes
• Research and test new AI tools to improve business operations
• Learn and adapt to new software, platforms, and digital tools
• Use technology creatively to solve problems and improve workflows
• Research companies, industries, prospects, and decision-makers
• Support B2B lead generation and prospecting
• Assist with email and LinkedIn outreach campaigns
• Maintain and organize prospect databases and CRM information
• Support lead qualification and follow-up
• Assist with scheduling meetings and coordinating communication with prospects
• Track sales activities and relevant KPIs
• Assist with marketing initiatives and digital campaigns
• Support content research, email campaigns, and marketing communications
• Conduct competitor and market research
• Organize and analyze marketing information
• Support lead generation and other commercial initiatives

Virtual Assistant

• Apoiar o fundador e CEO nas operações profissionais e pessoais, permitindo que ele se concentre em estratégia, crescimento e liderança.
• Gerenciar e otimizar a agenda e a caixa de entrada do CEO, incluindo agendamentos, blocos de foco, acompanhamentos, sinalização de prioridades e respostas adequadas em nome do CEO.
• Manter o alinhamento entre as agendas profissional e pessoal.
• Prestar suporte de escrituração contábil e contabilidade utilizando o QuickBooks.
• Prestar suporte à elaboração e gestão de contratos para conformidade governamental e assistência secundária em marketing.
• Documentar, organizar e aprimorar os fluxos de trabalho e os Procedimentos Operacionais Padrão da empresa no Notion.
• Apoiar os sistemas internos de accountability, acompanhamento de tarefas e delegação entre as operações e a estrutura da equipe.
• Gerenciar a configuração de faturamento de clientes, faturas mensais, comissões e reembolsos.
• Manter registros financeiros digitais precisos e organizados.
• Planejar e gerenciar voos, acomodações, inscrições em conferências, itinerários e um calendário anual com 8 a 9 eventos do setor.
• Atuar como principal elo de comunicação entre o CEO, a equipe interna e parceiros externos.
• Fornecer atualizações e resumos estruturados sobre prioridades, progresso e prazos.
• Apoiar sistemas de time-blocking e produtividade.
• Manter as proteções de cibersegurança e administrar adequadamente o acesso restrito à agenda e ao e-mail.
• Apoiar as operações de gestão de propriedades e executar tarefas no nível de assistente de gestão de propriedades.
• Utilizar Notion, Slack, Google Workspace, Todoist ou plataformas similares, Appfolio e LeadSimple nas operações e na comunicação.
• Comunicar-se por meio de interações diárias no Slack, reuniões semanais de acompanhamento no Zoom e resumos por e-mail.

Executive Assistant – CEO Support, Real Estate Experience

• Verify patient insurance after check-in and ensure information is accurate, updated, and documented
• Review denied claims, identify denial reasons, assist with reprocessing, and follow up on missing information
• Review and process Explanation of Benefits documents and clear EOB backlogs
• Review outstanding insurance balances and patient account issues and coordinate resolution
• Support claims-related workflows, including Cigna and Veterans Affairs claims
• Coordinate vendor payments, including check payments when needed
• Monitor SOAP note completion, accuracy, and compliance
• Track missed and canceled appointments and identify scheduling trends
• Prepare reports on outstanding balances, missed appointments, canceled appointments, EOB backlog, denied claims, and other operational metrics
• Support communication between the provider, care team, and administrative staff
• Identify workflow gaps, billing concerns, documentation delays, scheduling issues, and patient account problems
• Recommend practical solutions to improve clinic efficiency

Medical Virtual Assistant, MVA

• Verify patient insurance after check-in and ensure information is accurate, updated, and documented
• Review denied claims, identify denial reasons, assist with reprocessing, and track follow-ups
• Review and process Explanation of Benefits documents and clear EOB backlogs
• Resolve outstanding insurance balances and patient account issues
• Support Cigna and Veterans Affairs claims workflows
• Coordinate vendor payments, including check payments when needed
• Monitor SOAP note completion, accuracy, and compliance
• Track missed and canceled appointments and identify scheduling trends
• Prepare reports on balances, appointments, EOB backlogs, denied claims, and operational metrics
• Coordinate communication between the provider, care team, and administrative staff
• Identify workflow gaps, billing concerns, documentation delays, scheduling issues, and patient account problems
• Recommend practical solutions to improve clinic efficiency

• Verify patient insurance after check-in and ensure information is accurate and documented
• Review denied claims, identify denial reasons, assist with reprocessing, and prevent repeat errors
• Review and process Explanation of Benefits documents and clear EOB backlogs
• Resolve outstanding insurance balances and patient account issues
• Support Cigna and Veterans Affairs claims workflows
• Coordinate vendor payments, including check payments when needed
• Monitor SOAP note completion, accuracy, and compliance
• Track missed and canceled appointments and identify scheduling trends
• Prepare operational reports on balances, appointments, EOBs, denied claims, and other metrics
• Coordinate communication between the provider, care team, and administrative staff
• Identify workflow gaps, billing concerns, documentation delays, scheduling issues, and patient account problems
• Recommend practical solutions to improve clinic efficiency