Administrative Assistant

• Handle escalated help desk tickets requiring Salesforce Administrator access
• Monitor and analyze system trends to identify recurring issues
• Perform data loads and bulk updates to maintain system efficiency
• Manage support tickets with vendors
• Configure new hire, team, and regional setups within Salesforce
• Manage integrations with associated systems (Gmail/Dialpad/Sense/TR)
• Provide system access and permissions management
• Support user training and adoption
• Create and maintain documentation for flows and workflows
• Interpret and optimize existing flows
• Conduct User Acceptance Testing for new rollouts
• Develop and implement best practices
• Ensure seamless integration between Salesforce and healthcare-specific platforms
• Perform proxy login testing
• Maintain data security and HIPAA compliance
• Monitor system performance and reliability

Salesforce Administrative Specialist

• Brinda soporte administrativo esencial al equipo de marketing.
• Enfocándose en el proceso de registro en Vendor Center.
• Ingreso de actividades y documentos de respaldo en nuestro erp.
• Solicitudes de órdenes de compra y la preparación de documentación necesaria para los reembolsos de fondos.
• Mantener archivos organizados de todas las solicitudes y aprobaciones.

Marketing Administrative Assistant

• Provide day-to-day administrative support to 4-5 executives, managing complex and frequently changing calendars across multiple time zones.
• Effectively manage and prioritize competing requests, ensuring urgent and high-impact activities are actioned promptly.
• Monitor executive inboxes, independently triaging, flagging and responding to time-sensitive requests.
• Coordinate high volume meetings and appointments, balancing shifting priorities and tight timelines.
• Arrange end-to-end travel logistics and prepare detailed itineraries to ensure seamless experiences.
• Prepare, reconcile and submit expense reports accurately.
• Support the Innovation Leads and Opportunities Pipeline Review, including scheduling, logistics and opportunity tracking.
• Raise and manage purchase requests and purchase order, ensuring accuracy, compliance and timely processing.
• Monitor shared inboxes, voicemails and the Executive fax mailbox, ensuring timely forwarding to appropriate contacts or departments.
• Manage confidential and sensitive information with a high degree of professionalism and discretion, maintaining the integrity and security of all materials at all times.
• Support ad hoc and miscellaneous projects as needed, including administrative and organizational tasks such as file management, document coordination, vendor set-up and invoice coordination/follow-ups and process improvements.
• Manage contract administration processes, including coordinating contract execution and maintaining contract records.
• Schedule and coordinate internal training sessions, Advisory Board meetings and AI Champion forums, including logistics, materials, stakeholder communication, maintenance of the AI Champion page and distribution of updates.
• Liaise effectively with internal and external stakeholders, often handling high-volume communication flows.
• Anticipate needs and offer proactive solutions to optimize workflows and improve efficiency.
• Operate effectively both independently and as part of a team in a fast-paced, deadline-driven environment.
• Contribute to a positive, supportive and high-performing team culture.

• Perform data entry and maintain accurate client records
• Assist with transaction coordination and related administrative tasks
• Conduct outreach to past clients and prospects via phone, email, and text
• Follow up with leads and maintain organized communication records
• Support daily administrative operations of the real estate business
• Help manage client databases and ensure information remains up to date
• Assist with additional administrative and customer service tasks as needed

Real Estate Administrative Assistant

• Manage client communications via phone and email.
• Follow up on outstanding documents and requests.
• Provide updates on tax return status and workflow progress.
• Coordinate appointments and scheduling.
• Route technical tax questions to the appropriate team members.
• Contact the IRS and Franchise Tax Board regarding notices and correspondence.
• Pull tax transcripts and maintain detailed records.
• Request penalty abatements and assist with administrative tax resolutions.
• Research balances, payments, filing history, and notices.
• Follow up on unresolved client matters.
• Assist with LLC formations and business registrations.
• Coordinate Secretary of State filings and Statements of Information.
• Support S-Corporation election filings.
• Track compliance deadlines and annual filing requirements.
• Coordinate quarterly estimated tax payment schedules.
• Maintain internal tracking systems and spreadsheets.
• Support tax return workflow management and delivery.
• Keep client records accurate and up to date.
• Serve as a liaison between clients and internal departments.

Tax Administrative Assistant

• Atender requerimientos de clientes B2B a nivel regional.
• Gestionar procesos conciliatorios ante discrepancias de facturación, generando notas crédito y débito cuando corresponda.
• Elaborar, preparar y enviar facturas para clientes especiales B2B.
• Garantizar la amortización y conciliación de ingresos diferidos.
• Apoyar auditorías financieras internas y controles SOX.
• Participar en los procesos de cierre mensual, asegurando el registro oportuno de ingresos.
• Preparar conciliaciones mensuales de cuentas de ingresos.
• Apoyar la documentación y monitoreo de controles internos.
• Analizar mensualmente los ingresos regionales por cliente e identificar variaciones.
• Realizar conciliaciones trimestrales entre las áreas Comercial y Finanzas utilizando herramientas como Salesforce, Great Plains y Cerillion.

Asistente Administrativo/a de Facturación

• Manage client communications via phone and email.
• Follow up on outstanding documents and requests.
• Provide updates on tax return status and workflow progress.
• Coordinate appointments and scheduling.
• Route technical tax questions to the appropriate team members.
• Contact the IRS and Franchise Tax Board regarding notices and correspondence.
• Pull tax transcripts and maintain detailed records.
• Request penalty abatements and assist with administrative tax resolutions.
• Research balances, payments, filing history, and notices.
• Follow up on unresolved client matters.
• Assist with LLC formations and business registrations.
• Coordinate Secretary of State filings and Statements of Information.
• Support S-Corporation election filings.
• Track compliance deadlines and annual filing requirements.
• Coordinate quarterly estimated tax payment schedules.
• Maintain internal tracking systems and spreadsheets.
• Support tax return workflow management and delivery.
• Keep client records accurate and up to date.
• Serve as a liaison between clients and internal department

Tax Administrative Coordinator

• Keep the owner and sales team’s calendars clean, accurate, and optimized so priorities happen on time
• Schedule appointments end-to-end (confirmations, reminders, reschedules, and follow-ups) with strong attention to details and time zones
• Serve as a professional first point of contact for clients by phone, ensuring every call feels organized, confident, and helpful
• Support the sales team with research that improves outreach and conversations (light lead/account research, background notes, prep summaries)
• Create and maintain a dependable follow-up system so no client request, appointment, or action item gets dropped
• Coordinate across stakeholders (owner, sales team, clients, and any internal partners) to keep work moving without bottlenecks
• Keep information organized across tools (calendar, email, notes, CRM if applicable) so the team always knows the latest status
• Spot gaps and proactively suggest improvements to workflows, templates, and coordination routines that save leadership time

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