Intelassist

Executive Assistant

• Manage executive calendars, internal team schedules, and client meetings
• Coordinate service calls and prepare meeting agendas and notes
• Track recurring projects and milestones to align with IT deliverables
• Handle inbound calls, emails, and follow-ups with professionalism
• Send quotations, proposals, and service updates; ensure timely client responses
• Draft client correspondence, reports, and service summaries as directed
• Maintain and update documentation including service logs, project updates, and client records
• Prepare and manage templates for quotes, proposals, and contracts
• Organize digital files, ensuring easy access and compliance with internal standards
• Assist with project tracking for IT implementations, managed services, and client deliverables
• Compile weekly progress reports summarizing completed work, open items, and risks
• Support leadership in documenting internal SOPs for consistency and training

Virtual Assistant

Administrative Assistant

• Provide day-to-day operational and administrative support ensuring coordination between clients, suppliers, and internal teams
• Manage inbound calls through OpenPhone and redirect as needed
• Handle email correspondence, supplier coordination, and basic customer support
• Schedule bank appointments, supplier meetings, and other administrative tasks
• Place orders with suppliers and assist with opening new accounts
• Prepare and send invoices in Express Invoice via remote desktop system
• Maintain accurate records and ensure timely follow-up on tasks
• Report directly to business owner while supported by Intelassist operations team (HR, payroll, compliance, performance tracking)
• Maintain clear, professional communication in English

Billing Specialist

• Support Columbia’s billing operations through insurance verification, claims processing, and accounts receivable follow-up
• Verify patient insurance eligibility and secure pre-authorizations
• Submit and process claims, adjustments, and payments accurately
• Follow up on outstanding accounts receivable via phone and email
• Respond to patient and insurer billing inquiries and resolve discrepancies
• Log billing activities and maintain compliance with privacy regulations
• Collaborate closely with onshore billing staff across the U.S. in a virtual setting
• Maintain HIPAA-compliant standards, accuracy, and speed

Medical Billing Specialist

Operations

• The Operations Director will lead high-performing teams across a diverse portfolio, including Accounting, Architecture & Engineering, Customer Service, Back Office, IT, and Healthcare, ensuring excellence in service delivery, operational efficiency, and financial performance. This strategic, hands-on leader will align multi-industry operations with evolving client needs, technology trends, compliance standards, and business objectives. Key responsibilities include driving cross-functional initiatives, optimizing workflows, implementing best practices, and fostering a culture of performance, accountability, and client success. Key Responsibilities: Live and execute the mission and vision of the organization. Communicate effectively and build strong relationships with all stakeholders, across all levels, and all departments, to ensure alignment and collaboration. Lead multi-industry operations teams by developing tailored strategies for each vertical—ensuring high service levels across accounting, A&E, IT, customer service, healthcare, and back-office accounts. Drive business growth by identifying opportunities within current accounts and collaborating on new business proposals and service expansion. Conduct regular business reviews to evaluate team performance, account health, and client satisfaction across industries. Translate business goals into operational objectives while aligning resources and capabilities across departments and account types. Ensure service delivery excellence by implementing vertical-specific KPIs, operational metrics, and performance dashboards. Champion process improvement and technology integration tailored to the unique needs of each industry (e.g., HIPAA compliance in healthcare, security in IT, SLAs in accounting services). Develop long-term operational strategies that enable scalability, profitability, and high levels of client satisfaction. Create talent development programs and succession plans tailored to the needs of each account type, ensuring domain expertise and high employee engagement. Assess and manage risk across all business units including regulatory risks, service disruptions, and burnout. Optimize budgets and resource allocation to ensure cost-effective operations without compromising quality or compliance. Stay ahead of technology trends, tools, and automation strategies relevant to each vertical and implement enhancements to improve agent efficiency and customer experience. Establish policies and processes that support both standardization and customization, ensuring operational consistency with flexibility for vertical-specific needs.

Operations Director

Accounts Payable

• Process high-volume invoices accurately and in a timely manner.
• Perform 3-way matching of purchase orders, receipts, and invoices.
• Manage vendor accounts, including reconciliations and payment schedules.
• Respond to vendor inquiries and resolve payment discrepancies.
• Ensure compliance with U.S. accounting standards and internal controls.
• Maintain accurate records of all AP transactions and assist with month-end closing.
• Collaborate with U.S.-based finance and operations teams.
• Generate AP reports as required.

Virtual Assistant

Administrative Assistant

Medical Billing Specialist

Operations Director

Accounts Payable Specialist