Executive Assistant

Role Overview

• Manage multiple email inboxes and consolidate client communications
• Organize and manage client folders and information in the practice management platform
• Support billing and invoicing processes, including client collections and follow-ups
• Set up new clients in systems and manage project workflows
• Handle calendar management and administrative coordination
• Conduct research and compile client contact information
• Identify process inefficiencies and recommend technology-driven solutions
• Assist with payroll and administrative tasks as needed
• Manage legacy client databases and organize information
• Support portal setup and client document uploads

Requirements

• 3-5+ years of experience in an EA or operations role
• Excellent written English communication skills (primary mode of client interaction)
• Proficiency with practice management platforms and standard office tools
• Strong organizational and project management abilities
• Ability to manage high-volume, client-heavy requests
• Experience with invoicing/billing systems (Office Tools or similar)
• Fluent in English