• Review and process investor subscription and redemption documents • Complete KYC and AML verifications • Prepare FATCA/CRS filing • Generate investment confirmations and capital call letters • Manage user access to the interactive investor portal • Assist with answering inquiries from investors • Assist clients with the bank account opening process for partner banks • Review wire disbursement requests for validity and compliance • Setup or review wire disbursements on the bank’s portal • Provide ongoing support with banking related inquiries • Maintain banking master summary file containing contact information for each bank and other key operational details

• Obtain patient insurance information • Contact insurance companies to verify insurance coverage and ensure necessary procedures are covered • Enter patient benefit information accurately and ensure existing information is correct • Enter notes on upcoming appointments • Work with offices and Call Center Representatives communicating changes in patients’ insurance • Following up with monthly eligibility until surgery has been performed

• Obtain patient insurance information • Contact insurance companies to verify insurance coverage and ensure necessary procedures are covered • Enter patient benefit information accurately and ensure existing information is correct • Enter notes on upcoming appointments • Work with offices and Call Center Representatives communicating changes in patients’ insurance • Following up with monthly eligibility until surgery has been performed

• Manage and educate students in a non-classroom setting • Design and implement lesson plans at varying academic levels • Establish academic goals and milestones with students • Document and communicate progress reports • Provide constructive feedback for students