Role Overview
We're looking for a proactive, highly organized Executive Assistant / Operations & Admin VA to support the founder with:
- Inbox & calendar management
- Admin and business operations projects (e.g., moving clients from card payments to ACH, policy implementation)
- Light operational support inside client accounts (e.g., filling out forms)
- SOP creation & process documentation
- Occasional personal assistant tasks (approx. 80% business, 20% personal)
This is a full-time, long‑term role for someone who loves bringing order to chaos, is comfortable in a healthcare/RCM environment, and wants to grow alongside the business.
Key Responsibilities
- Executive & Administrative Support
- Manage a busy inbox: triage emails, organize by priority, flag items for the founder; draft and send responses based on guidance or previous patterns.
- Maintain the founder's calendar: schedule and confirm internal and client meetings; manage time zones for U.S.-wide clients.
- Track follow‑ups and ensure nothing falls through the cracks.
- Business Operations & Projects
- Lead operational tasks such as: supporting the transition of clients from QuickBooks payments to ACH; implementing and documenting payment policies; gathering information and organizing data for business decisions.
- Help implement and maintain basic project/task management (e.g., Asana or similar), once a tool is chosen.
- Create and maintain SOPs and process docs: sit in on team discussions around process; document workflows clearly in Google Docs/Sheets; keep documentation updated as things evolve.
- Client‑Related Admin Support (Non‑Clinical)
- Perform basic tasks inside client accounts, such as: filling out forms; updating basic information or documentation (non‑clinical).
- Assist with contracts & proposals: use templates to prepare proposals and service agreements; update fields, fees, and client‑specific details; coordinate sending via tools like DocuSign.
- Light Personal Assistant Support (Approx. 20%)
- Support the founder with occasional personal admin that overlaps with work‑life (e.g., scheduling, simple research, reminders).
- Help the founder stay organized while balancing family and business priorities.
- Continuous Improvement
- Suggest ways to streamline workflows, improve organization, and reduce manual work.
- Bring ideas and best practices from past roles (especially startups/scale‑ups).
- Be a thought partner on "how we can do this better," not just "what needs to be done."
Must‑Haves
- Experience Minimum 3–4 years as an Executive Assistant, Admin VA, Operations VA, or similar role.
- Comfortable working with founders/owners in fast‑moving environments.
- Skills & Traits
- Excellent written and spoken English.
- Highly organized, detail‑oriented, and reliable.
- Strong inbox and calendar management skills.
- Proven ability to prioritize, manage competing tasks, and follow through.
- Comfortable working with sensitive information and maintaining strict confidentiality.
- Able to self‑manage, work independently, and proactively ask for clarification when needed.
- Experience working with companies that don't have fully built SOPs and helping create structure.
- Availability Able to work full‑time (40 hours/week) aligned with Pacific Time (PST).
Nice‑to‑Haves
- Experience in healthcare, behavioral health, or medical billing/RCM.
- Familiarity with QuickBooks Online.
- Experience creating SOPs and process documentation from scratch.
- Background supporting service‑based or B2B companies.
- Familiarity with contract/proposal prep and tools like DocuSign.
- Exposure to real estate or willingness to support tasks in a secondary business in the future.
Tools & Systems
- Google Workspace: Gmail, Google Calendar, Google Drive, Docs, Sheets
- QuickBooks / QuickBooks Payments (viewing info, assisting with transitions; training provided)
- Video meeting tools, primarily Google Meet
- DocuSign or similar e‑signature tools
- Experience with Asana or other project management tools is a plus, but not required.
Compensation & Schedule
$ - $1, a month
Schedule: Full‑time, 40 hours/week
Time Zone: Must be able to work PST hours (approx. 9:00 AM – 5:00 PM PT)