Executive Partner/Bookkeeper (RG)

Role Summary

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

1. Screening, organizing, and answering straightforward emails
2. Managing his calendar and potentially booking travel
3. 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

1. 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

1. 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

1. 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

1. 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