Job Description
- 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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