Virtual Assistant / Bookkeeper / Administrative Support

Detail oriented, long term part time support needed for Mental Health practice. Assistant will need excellent attention to detail to handle administrative load including...

- Onboarding clients into 2 to 4 systems as required
- Handling client billings, making sure all sessions were processed correctly
- Calendar management: making two calendars that don't auto-sync match each other
- Tracking client assessment completion and notifying therapist in our task system
- Send clients requested material (links, forms, etc.)
- Cleaning up client data in our portal
- Quickbooks online: confirming the automatic transactions and notifying owner when attention is required for other transactions
- Turning Loom Training videos into SOP documents
- Keeping SOPs up to date for these processes if they change

Please include the phrase LM623 in your subject line.

I'd like to hire someone who is willing to ask lots of questions at first to make sure everything is being processed correctly, and who can update our SOPs along the way to match what's being required.

Please include the word "elephant" in the last line of your application.

While I only have part time hours of work available right now, I am expanding my practice and hope to hire a person who can increase hours and grow with me over time.