• Maintain and update CRMs (Follow Up Boss, APT, etc.) • Manage client communication and follow-ups • Schedule appointments, showings, and track deadlines • Create and post social media content, track engagement • Organize listing updates, feedback, and marketing tasks • Support administrative processes and task tracking

• Provide direct executive support including calendar management, inbox triage, scheduling, and meeting coordination. • Maintain and update client records, service agreements, and NDIS-related documentation. • Assist in NDIS compliance tasks, including audit preparation and service delivery reporting. • Coordinate team communication, prepare internal and external correspondence, and assist in project tracking. • Support the onboarding of new clients and team members, including documentation setup and access management. • Liaise with rostering or support coordinators to ensure alignment across shifts, services, and client communications. • Maintain organized digital filing systems and support executive-level decision-making through timely information flow. • Track action items and follow-ups for management, ensuring deadlines and priorities are met efficiently.

• Perform accurate data entry and maintain organized digital records • Manage inbound and outbound email communications in a professional and timely manner • Support team coordination, including follow-ups and information sharing • Assist with administrative and miscellaneous tasks as needed to support executives and teams • Ensure confidentiality and professionalism in all communications and documentation

• Prepares and assembles medical record documentation/charts for physician • Ensures medical record compliance by self-documentation attestation. • Updates patient history, physical exam, and other pertinent health information in the patient • Prepares and sends all documentation to physician for review and approval via authentication of detailed data entry and facility-specific procedures. • Monitors the duration of basic lab results and screening procedures. • Complies with hospital and medical facility policies, including those relating to HIPAA and Joint Commission. • Performs other clerical duties and tasks to improve provider productivity and clinic workflow as assigned. • Demonstrate understanding necessary to assess, review and apply criteria