Since 2007 John Oberg Advisory has focused on improving performance in the workplace by improving professional
relationships. Our primary work is in Advisory and Investment. From customer to company, employee to manager, and company
to the broader environment, we encourage and teach appropriate connection, rather than objectification, as the path to
best-in-class performance. Our clientele and investments are primarily around those who serve others—health care, nonprofit,
institutions, and socially aware corporations. We serve some of the largest organizations in each area. For more information see
www.johnoberg.com. This role will spend a material amount of time working on a new healthcare start up called Precina Health
to support its billing and administrative functions.
● Coordinate daily calendar; ensure calendar is respected; communicate with General Manager about upcoming
commitments/responsibilities
● Plan appointments and meetings with precision and with limited guidance
● Make detailed travel arrangements and prepare trip related documents
● Manage phone calls and emails
● Act as a gatekeeper for direct access to General Manager and Team
● Prioritize incoming communication & requests – including conflicting priorities.
● Take ownership of entrepreneur’s email inbox (including filters and automation) and take appropriate action
● Filter, compose and send confidential correspondence
● Respond promptly and appropriately to communication
● Communicate regularly with the team to foster collaboration and execution
● Act as the point of contact between clients, vendors & others
● Facilitate internal communication (e.g. distribute information & schedule presentations)
● Lead special projects for the entrepreneur to successful completion, often with tight deadlines
● Create regular reports and update internal databases including light bookkeeping and process automation
● Suggest more efficient ways to manage the business and troubleshoot malfunctions
● Review and recommend changes to policies
● Gathers information about corporate culture
● Learn relevant corporate and regulatory compliance of company holdings as it impacts your role
● Perform general office duties
PROPRIETARY AND CONFIDENTIAL
● Other activities, duties or responsibilities as may be assigned
● Light bookkeeping
● Documentation of internal processes and procedures
● Medical billing support as needed