Executive Assistant/Client Liaison

Immediate Opening: Santa Barbara healthcare consulting practice has an immediate opening for a full-time Executive Assistant/Client Liaison. The fundamental purpose of this position is to:

• Support our commitment to provide high quality, responsive service to our approximately 300 clients, and
• Maximize the principal consultant’s productivity.

The two primary functions of this position are:

Client Liaison:

• Timely and appropriately respond to questions and needs of clients that arise between appointments; facilitate timely, accurate, and efficient communication between client and consultant; ensure proper documentation and communication of interactions.
• Monitor and manage all email and telephone communication with clients.
• Answer/address all client questions/issues as authorized by the principal.
• Bring all other client questions/issues to the principal’s attention; ensure efficient access to all information needed to address each matter.
• Follow up with clients as appropriate/directed.
• Ensure correct filing/storage/retrieval of related/resulting emails/documents.

Follow Up After Consultations: Perform the following functions after each client appointment:

• Document open issues/follow-up items after each client meeting.
• Interact with clients re: follow-up and next steps.
• Schedule follow-up appointments.
• Update CRM and client’s file(s).
• Handle other follow-up items (case by case).
• Invoice clients and process electronic payments.

Background/Qualifications:

• Ours is a small business staffed by a team of four. Our clients come from all over the United States. All appointments are conducted remotely through a tele-conferencing platform.
• The functions of this position are primarily administrative and “customer service” in nature and does not necessarily require a background in healthcare or experience in a medical or similar office, though such experience is strongly preferred. Relevant experience could include senior level customer service representative, customer-facing executive assistant, mortgage processor, or legal secretary.
• Facility with both Mac and PC computers and proficiency using online/web delivered systems/tools/data is essential.
• This position requires a high degree of organization, the ability to multi-task, vigilant attention to detail, strong written and verbal communication skills, and the ability to perform in an often interrupt-driven environment.

Hours/Compensation/Benefits:

• Hours: Between 8:30 and 6:00 Monday through Friday.
• Compensation: This is an hourly paid position subject to overtime pay at time and a half. Starting hourly rate will be based on demonstrated skills and experience with increases based on performance.
• Benefits: We offer liberal paid time off for vacation, sick, and personal time as well as medical insurance.

To Apply:

Please upload a PDF of your resume and also a cover letter that explains, specifically, why you are qualified for this position based on the above requirements. Include the word “Qualified” in the first paragraph of your cover letter.

Job Type: Full-time

Pay: $25.00 - $35.00 per hour

Benefits:

• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday
• Overtime

COVID-19 considerations:
We are taking all appropriate precautions responsive to COVID including, currently, conducting ALL client appointments via a video conferencing platform. Masking and distancing requirements for staff are imposed/modified when appropriate.

Education:

• Associate (Preferred)

Work Location: In person

Salary : $25 - $35