Role Description We are seeking an organized and detail-oriented Administrative Scheduling Specialist to support client coordination and scheduling operations in a fully remote environment. This role focuses on managing calendars, coordinating appointments, and ensuring scheduling details are accurate and handled efficiently from request through confirmation. In this position, you will: - Communicate with clients to gather necessary information, coordinate scheduling requests, and provide timely updates regarding appointments or reservations. - Review details carefully, monitor scheduling timelines, and maintain organized records using internal systems and digital tools. - Stay organized and manage multiple requests to ensure a smooth and professional experience for clients. The ideal candidate is dependable, proactive, and comfortable working independently while maintaining clear and professional communication. Strong attention to detail and the ability to follow established processes are key to success in this role. Qualifications - Strong communication and organizational skills - Excellent attention to detail and time-management abilities - Comfortable using scheduling tools, calendars, and online platforms - Ability to work independently in a remote environment - Administrative, scheduling, or customer service experience preferred but not required Requirements - Applicants must be citizens of the United States, United Kingdom, Australia, Spain, Mexico, or LATAM regions. Benefits - 100% remote work environment - Training and ongoing support provided - Opportunity to build administrative and coordination skills within a supportive team

• Configure Salesforce Service Cloud: page layouts, record types, Lightning pages, and dynamic forms • Build case management workflows: case queues, assignment rules, escalation rules, auto-response templates, and milestones • Design screen flows that guide clinical staff through multi-step tasks (prior authorizations, patient referrals, medication refill escalations) with minimal training • Create real-time dashboards and reports: open cases by status, VA workload, resolution times, escalation frequency • Configure omni-channel routing for phone, email, portal, and SMS case intake • Support integration with Dialpad (CTI), Tebra (EHR), Answer Connect, and other clinic systems as the platform matures • Build knowledge base articles within Salesforce for staff SOPs and payer-specific instructions

• Manage enrolments in accordance with established procedures and Group Member Administration standards • Provide superior customer experience to both internal and external clients • Research and compile information from various sources to resolve inquiries and enrolment discrepancies • Collaborate with other group administrators in their absence • Research and reconcile Group Statement of Accounts • Identify enhancements to existing processes

• Build knowledge of our evolving software and the real estate private equity industry. • Advance use of Juniper Square software to support our fund administration and investor services clients. • Perform workspace management tasks on behalf of our clients, including investor position creation and reviewing workspaces for accuracy and completeness. • Support customers during their fundraising process by understanding customer goals and timelines, articulating the value of Juniper Square software and processes. • Monitor customer health and provide feedback to internal teams. • Expert ability to communicate operational best practices to clients, while escalating any scope of work deviations to management. • Manage treasury related activities such as logging LP contributions and handling payments for clients. • Investigate payment breaks and chargebacks; coordinate with bank partners to resolve exception items and ad-hoc requests. • Identify and flag areas of improvement including operational controls, to team leads and/or managers