Assist World

Executive Assistant

• Upload and organize medical documents accurately
• Send lab orders through the practice’s EHR system
• Maintain clean documentation and ensure records are properly filed
• Support general administrative needs for cross-coverage across teams
• Handle inbound/outbound calls as needed using the practice phone system
• Route requests appropriately and document outcomes clearly
• Maintain a professional, patient-friendly phone presence
• Assist with billing questions/issues and basic billing workflows
• Coordinate with internal staff to resolve billing concerns
• Learn the practice’s billing processes (software experience can be learned)
• Use Microsoft Office tools (Excel, Word) for tracking and documentation
• Support internal task tracking and operational follow-through
• Keep assigned systems and workflows updated consistently

Healthcare Virtual Assistant – Back Office, Phone, Billing Support

• Manage and coordinate personal/family calendars (appointments, kids’ activities, reminders).
• Support weekly meal planning (draft meal plan options, gather recipes, organize a plan).
• Coordinate grocery planning/shopping logistics (lists, online ordering support, recurring staples).
• Handle personal admin tasks as needed (reservations, bookings, reminders).
• Assist with thoughtful tasks such as gift planning and important date tracking (birthdays, events).
• Produce a weekly research packet curated for Marisa, which may include:
• ○ Key legal and business news articles (based on topics provided)
• ○ Summaries of recent developments in specific areas/industries
• ○ Curated learning content on corporate finance and related topics
• Provide short, clear summaries and key takeaways (bullet points preferred).
• Maintain an organized archive of research packets for easy reference.
• Support a potential private equity deal process with tasks such as:
• ○ Summarizing documents (clear, structured summaries)
• ○ Basic research on legal/business concepts (as directed)
• ○ Organizing deal-related files and notes
• Assist with additional “business deal” learning/research over time as needs evolve.
• Calendar scheduling support (business + personal) as the role grows.
• Optional: draft email responses for review (not required initially).
• Travel planning support (flights/hotels/restaurants) as needed.

Healthcare Virtual Assistant – Back Office, Phone, Billing Support

Executive Assistant – Personal, Research Support