We are seeking a skilled Virtual Assistant to provide exceptional customer service and administrative support. This role involves handling phone calls, booking appointments, onboarding clients, and managing emails during PST hours (Mon-Fri, 9am-7pm). The ideal candidate should possess excellent communication skills, be highly organized and detail oriented. Here is more detail about what we are looking for:
A- Answer the income phone calls during PST working hours. The calls come in scattered. This would be with us forwarding calls from our goggle voice and tracking phone numbers.
B- Return calls/voice messages
C- Scheduled phone consultations for potentially booking appointments
D- Booking appointments and uploading into SimplePractice
E- Onboard clients with documents, discussing protocols and sending welcome email
F- Take messages and send to appropriate person on the team
G- Cancel client requested appointments
H- Gather clients’ insurance info and check their benefits/copays for our services.
I- Upload admin info into different google sheets, trello, simplepractice
J- Good customer service skills, organized, detail oriented, flexible schedule and available hours each week.
If you are dedicated to providing outstanding client experiences and think you are the right fit, we want to hear from you!
