Executive Partner/Bookkeeper (RG)

Business:

• Ophthalmology practice in Riverside, CA
• Riverside Addiction Specialists
• Ownership/landlord role for the two‑story medical office building

##

• 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