Description:
• Marketing & Referral Development: Research and identify referral sources (attorneys, school districts, advocates, pediatricians, etc.).
• Conduct outreach to potential referral sources via email, phone, or LinkedIn.
• Maintain a referral database and track outreach progress.
• Create marketing materials (flyers, presentations, newsletters) using Canva or similar tools.
• Assist with managing social media presence and professional networking platforms.
• Communication & Inbox Management: Manage and organize email inbox; flag urgent items and draft responses when appropriate.
• Send timely, professional communications to referral sources, clients, and schools.
• Schedule meetings and follow up on pending communications.
• Client Intake & Administrative Support: Respond to new client inquiries and provide initial intake forms.
• Collect, organize, and securely manage intake documents.
• Schedule initial consultations and testing appointments.
• Maintain accurate client records with confidentiality.
• Ongoing Administrative Support: Track deadlines, case progress, and follow-up tasks.
• Create and maintain simple spreadsheets, reports, and project trackers.
• Daily & Weekly Tasks: Daily: Monitor and manage email inbox; Respond to new inquiries or referrals; Update referral outreach tracker.
• Weekly: Send outreach emails or calls to potential referral sources; Draft or design marketing content (social media posts, newsletters, flyers); Update referral and client intake databases; Meet briefly with neuropsychologist (via Zoom/Slack) to review priorities.
• Platforms: Zoom, Google Workspace (Docs, Sheets, Drive, Calendar), Canva, LinkedIn (or similar email platforms), Trello, Asana, or equivalent (if needed).
Requirements:
• Prior experience in healthcare, psychology, education, or legal services settings (a plus)
• Prior administrative, marketing, or virtual assistant experience, or experience in the field of K-12 education (a plus)
• Background in marketing, referral development, or client intake (a plus)
• Strong written and verbal communication skills.
• Familiarity with outreach, sales, or client communication.
• High level of professionalism, confidentiality, and discretion.
• Ability to manage multiple projects with attention to detail.
• Flexible scheduling with some overlap in business hours (Pacific Time preferred).
• Responsiveness expected within 24 hours for communications.
Benefits:
• There are no benefits for this role as it is meant to be performed by independent contractors. Please let me know if you have any questions.
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