Any
N/A
TBD
May 7, 2025
Virtual Administrative Operations
Manage and monitor virtual scheduling, calendars, and meeting coordination for staff and clients
Maintain digital filing systems and ensure compliance with data privacy (HIPAA)
Track deadlines, manage task assignments, and ensure follow-ups across departments
Coordinate document creation and signature routing via platforms like DocuSign
Client & Staff Support
Serve as the first point of contact for client inquiries via
Set up new client accounts in CRM and scheduling tools (e.g., Microsoft Bookings, TherapyNotes)
Support onboarding of new staff/contractors by setting up access to
Handle internal communications and update the virtual staff directory, calendars, and shared drive
Project & Workflow Management
Assist with virtual events, workshops, or webinars (Zoom, Eventbrite, etc.)
Monitor task progress using project management tools like Trello, Asana, or Microsoft Planner
Prepare weekly administrative reports and dashboards for leadership
Technology & Systems Oversight
Troubleshoot basic tech issues and coordinate IT support when needed
Manage software subscriptions, renewals, and user access
Oversee virtual security protocols and assist with backups and version control