Role Description We are seeking a dedicated and experienced Financial Virtual Assistant to support a thriving company in the plumbing, air conditioning, and electrical services industry. This fully remote position offers the opportunity to play a crucial role in managing our daily financial operations, data integrity, and system workflows. The ideal candidate will bridge the gap between field service operations and backend accounting by leveraging specialized industry software to ensure absolute accuracy and operational efficiency. Key Responsibilities - Systems Integration: Seamlessly manage workflows between ServiceTitan and QuickBooks Online, ensuring accurate batching, invoice syncing, and database reconciliation. - Accounts Payable: Oversee full-cycle AP processes, including field-vendor invoice verification, expense classification, and purchase order tracking. - Accounts Receivable: Manage trade and residential AR duties, converting field jobs to finalized invoices, tracking payment statuses, and supporting collection efforts. - Core Accounting Support: Perform daily financial data entry, assist with monthly bank and credit card reconciliations, and maintain pristine, audit-ready financial records. - Payroll Administration: Support payroll workflows by auditing technician timesheets, tracking commission/bonus structures within ServiceTitan, and organizing accurate records. - Document Management: Maintain a secure, highly organized digital archiving system for all contracts, receipts, permits, and financial compliance documents. Qualifications - Industry Software Mastery: Proven, hands-on experience navigating ServiceTitan and QuickBooks Online is strictly required. - Professional Experience: 3+ years of progressive experience in a finance administration, bookkeeping, or specialized accounting support role. - Niche Knowledge: Prior experience working with residential or commercial trade services (Plumbing, HVAC, or Electrical) is highly preferred. - Technical Proficiency: Advanced command of Microsoft Office Suite (especially Excel pivot tables and formulas) and secure cloud storage tools. - Core Competencies: Exceptional attention to numerical detail, high organizational skills, and the ability to work autonomously with sensitive financial data. Requirements - Employment Type: Contractor. - Hours: Full-time; availability during US business hours required. - Flexibility: Occasional availability outside standard hours may be required. - Status: Independent contractor; no company-provided equipment. - Benefits: This role does not include company-provided benefits or paid leave. - Taxes: Contractor is responsible for their own taxes and statutory contributions. - Payroll: Payments issued according to the company’s standard contractor payroll schedule.

Role Description The Virtual Assistant Representative is responsible for providing remote administrative and front-desk support to medical practices. This role serves as a key point of contact for patients and healthcare providers by managing calls, scheduling appointments, verifying insurance coverage, maintaining accurate patient records, and supporting day-to-day practice operations. Key Responsibilities - Manage inbound and outbound patient calls in a professional and courteous manner. - Schedule, confirm, reschedule, and cancel patient appointments as needed. - Verify patient insurance eligibility, benefits, and coverage details. - Process and follow up on prior authorization requests with insurance carriers. - Enter and maintain accurate patient information within the Electronic Medical Records (EMR) system. - Assist with patient collections, including discussing balances and processing payments when applicable. - Respond to patient inquiries and provide timely support regarding appointments, billing, and general practice information. - Maintain confidentiality and comply with HIPAA and other healthcare privacy regulations. - Document patient interactions and update records accurately and promptly. - Coordinate with healthcare providers and practice staff to ensure seamless patient care and workflow. - Meet productivity, quality, and customer service standards established by the company and client practices. - Perform administrative and other clerical tasks as instructed by Supervisor to support daily practice operations. Qualifications - Associate's or bachelor's degree in any related field. - Previous experience in a healthcare, medical office, customer service, call center, or virtual assistant role preferred. - Experience working with Electronic Medical Records (EMR/EHR) systems is an advantage. - Knowledge of medical terminology, insurance verification, and prior authorization processes is preferred. - Strong verbal and written English and Spanish communication skills. - Excellent customer service and patient interaction skills. - Strong attention to detail and organizational abilities. - Ability to multitask and manage competing priorities in a fast-paced environment. - Proficiency with Microsoft Office, Google Workspace, and web-based applications. - Ability to work independently in a remote environment while maintaining productivity and accountability. - Reliable high-speed internet connection and a professional home office setup. Location Remote Hours Available during standard US business hours (9am-5pm EST or 8:30am-4:30pm EST) This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements. Other duties not listed here may be assigned as necessary to ensure proper operations of the department.

Role Description We are seeking a highly organised and detail-oriented All-Round Administrative Assistant / Accounts Receivable & Sales Support to support day-to-day operations and communications across the business. This role combines administrative support, generating quotes and invoices, processing orders, ensuring smooth workflows, and a consistently high level of service across internal teams and external stakeholders. You will be the engine that keeps our sales and financial pipelines moving smoothly. If you love organisation, numbers, and keeping things on track, you’ll thrive here. Key Responsibilities - Call Handling & Communication: - Answer incoming calls professionally and ensure a positive first point of contact. - Make outbound calls for scheduling, confirmations, follow-ups, and coordination. - Take accurate messages and ensure timely communication of key information. - Handle enquiries with clarity, patience, and a solutions-focused approach. - Maintain professional and friendly communication across all interactions. - Accounts Receivable & Sales Support: - Quote & Invoice Generation: Accurately prepare and issue client quotes and invoices in a timely manner. - Accounts Receivable Support: Monitor outstanding accounts and tactfully follow up on overdue invoices via phone and email to ensure steady cash flow. - Order Management: Process internal team requests and external client orders from start to finish, ensuring accuracy and clear communication throughout the lifecycle of the order. - Data Integrity: Maintain up-to-date and accurate customer records, financial entries, and order histories in our systems. - Administrative Support: - Perform general administrative duties including data entry and document management. - Maintain accurate records, databases, and internal systems. - Organise files and ensure information is properly stored and easy to access. - Support operational workflows and assist with day-to-day coordination tasks. - Help streamline administrative processes where improvements are identified. - Operational & Team Support: - Provide reliable support to internal teams to ensure smooth daily operations. - Assist with basic coordination tasks across departments. - Ensure tasks are followed through accurately and completed on time. - Act as a dependable point of support for general business needs. Qualifications - Proven experience in administrative support, accounts receivable, sales support, customer service, or similar roles. - Excellent attention to detail with strong organisational skills. - Confident and professional phone manner. - Strong written and verbal communication skills. - Ability to manage multiple tasks and priorities efficiently. - High level of reliability, accountability, and consistency. - Comfortable working independently with minimal supervision. - Experience using Xero Accounting Software is an advantage. - Problem-solving mindset with a proactive approach to daily tasks. Useful Platform Experience - Google Workspace (Gmail, Calendar, Sheets, Docs) - Microsoft Office Suite - Xero or similar accounting software - Zoom / Microsoft Teams / Google Meets Work Arrangement & Expectations This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to: - Be available for meetings and collaboration during core [AEST (AU) or PHT] business hours. - Disclose any existing ongoing roles or client work. - Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”).

• Act as a liaison between the client and the Labcorp operations team in relation to client needs • Support Internal and External Sales Teams • Provide ongoing service and problem resolution to customer base • Ensure customer retention by providing superior customer service • Recommend solutions that are client focused and persuasive • Work closely with all sales partners • Continuously provide educational material to the client base • Resolve any customer related issues in a timely manner • Provide administrative support to clients and team members • Acquisition/IPA/Contract execution and support