Executive Partner/Bookkeeper (RG)

Business:

- Ophthalmology practice in Riverside, CA

- Riverside Addiction Specialists

- Ownership/landlord role for the two‑story medical office building

1. Administrative & Executive Support

-
Executive/personal assistant work :
- Screening, organizing, and answering straightforward emails

- Managing his calendar and potentially booking travel

- Handling “day‑to‑day mundane tasks” so he can focus on clinical work

- General clerical/virtual assistant tasks: - Anything administrative that doesn’t require in‑person presence

2. Financial & Billing Support

-
Bookkeeping / QuickBooks work :
- Managing payables, bills, and collections

- Supporting with insurance billing-related admin (claims, denials, down‑coding issues), even though this wasn’t the main reason for the call, it’s part of his overall strain

-
Security‑conscious financial workflows :
- Setting up access so the SP cannot redirect or finagle payments (sensitive because of prior embezzlement)

- Working within limited permissions in financial systems

3. Practice Operations & Systems

- Helping with emails and contracts with insurers

- Assisting with collections and payables

- Supporting marketing for the practice and possibly the addiction clinic

- Generally streamlining workflows across:
- Ophthalmology practice

- Riverside Addiction Specialists

- Building/landlord responsibilities

4. Specialized Medical Software Support (Non‑clinical)

- Learning and using Veracity (Zeiss) and related ophthalmic systems:
- Veracity (for cataract surgery lens constant/nomogram optimization)

- Zeiss IOLMaster and OR microscope integrations

- Role is non‑clinical :
- Crunching numbers, entering data, running reports

- No medical decision‑making or clinical judgment

5. Flexibility & Breadth of Role

- A full‑time (40 hrs/week) assistant whose time can be shifted between:
- Practice admin

- Financial tasks

- Marketing

- Email and general executive support

- Personal tasks (if he runs out of business tasks)

- Someone who is:
- Able to learn niche software and workflows quickly

- Comfortable with ongoing training and adjustment based on his preferences

Originally posted on Himalayas