• Create and send statements or invoices, track payments, and record company expenses. • Gather data on trends, industry best practices, and other publicly available information and prepare reports on the findings. • Store and organize documents and files. • Data Entry: prepare lead lists or meeting minutes, transcribe audio recordings, prepare payroll information, and organize research notes. • Research products, purchase goods & secure samples. • Store, update & collect information for marketing and sales campaigns through a CRM system. • Monitor projects, conduct internal communication & organize company data. • Coordinate team calendars, prevent scheduling conflicts & ensure clients are on time and prepared for meetings. • Prepare itineraries, book hotels, rental cars, etc. • Convey information to incoming calls & make calls for appointments or conduct informational inquiries. • Reply to emails, follow up on correspondence, organize inbox as per client preferences, and notify clients about important emails. • Synthesize data & other content into cohesive reports and presentation slides. • Upload videos, manage negative reviews, and keep the account profile up to date. • Ad hoc tasks

• Document new patient and referral intake • Manage appointment bookings, cancellations, and rescheduling for patients and healthcare providers. • Input patient information, medical records (CPT, ICD-10, HCPCS), and billing date into EMR/EHR systems • Assist with processing insurance claims, verifying patient insurance information, and handling billing inquiries, concerns, and documentation. • Respond to incoming patient inquiries, providing information and directing them to the appropriate healthcare professional. • Assist in analyzing healthcare data, preparing reports, and maintaining records. • Ensure HIPAA compliance, privacy regulations, and maintenance of patient confidentiality. • Coordinate the sending of medical records to various departments, healthcare providers, and professionals as directed by the Managing Physician. • Ad hoc tasks

• Designing secure, scalable, and regulatory-compliant data solutions across Banking & Capital Markets value chain. • Leading end-to-end RFP/RFI/RFQ responses including solution strategy, win-themes, pricing alignment, and delivery model. • Shaping solution blueprints for core banking modernization, payments transformation, data & analytics, digital channels, wealth/asset servicing, risk & finance, and front-to-back capital markets platforms.

• Document new patient and referral intake • Manage appointment bookings, cancellations, and rescheduling for patients and healthcare providers. • Input patient information, medical records (CPT, ICD-10, HCPCS), and billing date into EMR/EHR systems • Assist with processing insurance claims, verifying patient insurance information, and handling billing inquiries, concerns, and documentation. • Respond to incoming patient inquiries, providing information and directing them to the appropriate healthcare professional. • Assist in analyzing healthcare data, preparing reports, and maintaining records. • Ensure HIPAA compliance, privacy regulations, and maintenance of patient confidentiality. • Coordinate the sending of medical records to various departments, healthcare providers, and professionals as directed by the Managing Physician. • Ad hoc tasks