• Manage the clinical inbox within Athena EHR, including patient messages and inquiries, test results and provider communications, and prescription refill requests. • Process prior authorizations and benefit verifications accurately and efficiently. • Perform follow-ups on lab and imaging results to ensure completion and proper documentation. • Handle and organize incoming faxes, ensuring accurate matching to patient charts. • Conduct outbound calls to patients when needed (follow-ups, clarifications, updates). • Maintain accurate and timely documentation in the EHR system. • Ensure all clinical tasks are completed promptly to support provider workflows and patient care.

• Respond to incoming leads within 1–5 minutes (ideally within 1 minute) • Engage potential patients and convert leads into booked appointments • Schedule and confirm patient appointments • Send reminders and follow-ups • Proactively reach out to patients due for recurring services • Handle patient inquiries through calls, texts, and email • Provide excellent customer service and patient care • Manage emails and messages (sorting, responding, prioritizing) • Assist with newsletters and patient communication • Manage calendar and scheduling tasks

Role Description Cooperidge Consulting Firm is seeking an Executive Assistant / Operations Manager for our fast-growing Capital Advisory Program. This role supports day-to-day operations across client management, recruiting workflows, communications, and scheduling. The position is central to maintaining operational efficiency, responsiveness, and a high-quality client experience in a fast-paced, remote environment. - Manage and coordinate calendars across multiple priorities - Schedule, confirm, and adjust meetings in real time - Ensure all calls and meetings are properly prepared and executed - Manage Gmail and/or Outlook inbox, including drafting and organizing communications - Maintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stages - Coordinate client onboarding, documentation, confirmations, and follow-ups - Manage candidate pipeline within ATS (Workable), including organizing and tracking applicants - Support social media scheduling, posting, and engagement across LinkedIn and Instagram - Assist with personal scheduling, appointments, and administrative logistics - Coordinate with internal and external partners to support daily operations - Utilize tools such as Jotform for intake, documentation, and workflow tracking - Provide daily updates on priorities, pipeline status, and key operational items - Proactively identify and resolve operational issues Qualifications - High school diploma or equivalent required - Bachelor’s degree preferred Requirements - Experience with calendar management, scheduling, and executive support - Experience with CRM systems (HubSpot preferred) - Familiarity with applicant tracking systems (Workable preferred) - Experience in client coordination, recruiting support, or administrative operations - Experience managing inbox communications and prioritization Skills or Competencies - Strong organizational and time management skills - Excellent written communication skills - Ability to manage multiple priorities effectively - High attention to detail and accuracy - Professional, reliable, and responsive - Proficiency in Gmail and/or Outlook Benefits - Work From Home - Training & Development - Performance Bonus

- Manage and coordinate calendars across multiple priorities - Schedule, confirm, and adjust meetings in real time - Ensure all calls and meetings are properly prepared and executed - Manage Gmail and/or Outlook inbox, including drafting and organizing communications - Maintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stages - Coordinate client onboarding, documentation, confirmations, and follow-ups - Manage candidate pipeline within ATS (Workable), including organizing and tracking applicants - Support social media scheduling, posting, and engagement across LinkedIn and Instagram - Assist with personal scheduling, appointments, and administrative logistics - Coordinate with internal and external partners to support daily operations - Utilize tools such as Jotform for intake, documentation, and workflow tracking - Provide daily updates on priorities, pipeline status, and key operational items - Proactively identify and resolve operational issues