The Patient Access and Scheduling Specialist serves as the primary point of contact for patients entering the healthcare system. This role is a blend of high-level customer service and technical precision, ensuring that patient demographics, insurance verification, and clinical scheduling are handled accurately to facilitate a seamless care experience.
Key ResponsibilitiesPatient Intake & Registration: Coordinate the end-to-end registration process, including gathering demographic information and obtaining necessary consent forms.Complex Scheduling: Manage high-volume appointment scheduling across multiple clinical departments, ensuring adherence to provider-specific protocols.Insurance Verification: Perform real-time insurance eligibility checks, obtain prior authorizations, and communicate estimated out-of-pocket costs to patients.Financial Counseling: Assist patients in understanding their financial responsibilities and facilitate Point-of-Service (POS) collections.Data Integrity: Maintain the accuracy of the Electronic Health Record (EHR) by identifying and merging duplicate records and updating insurance coverage.Patient Advocacy: Act as a navigator, providing directions, prep instructions for procedures, and resolving scheduling conflicts with empathy.
Required QualificationsEducation: College DiplomaExperience: Minimum of 1–2 years of experience in a healthcare setting (hospital, physician's office, or outpatient clinic)Technical Skills: Proficiency in US Healthcare ProcessCommunication: Exceptional verbal and written communication skills with the ability to remain calm under pressure in a fast-paced environment.
Preferred QualificationsEpic Experience: Highly preferred. Proven proficiency in Epic Prelude (Registration) and Epic Cadence (Scheduling) modules.
Infinit-O isn’t just about business process optimization, we’re about people. For over 20 years, we’ve been helping some of the world’s fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.
But what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we’re dedicated to making a positive impact not just in business, but in the communities we serve.
With a highly engaged and innovative team, we don’t just optimize processes, we also create meaningful change.
Details:Work Shift: Day Shift (9AM-6PM)Work Setup: 3x RTO a weekOffice Address: 9/F SCMC Mall of Asia Arena Annex (MAAX) Building, Pasay, 1300
Specific Duties and Responsibilities:Perform month end close finance operations, including the checking of financial transactions and payments in the ledger as well as account reconciliations.Identify and execute improvements/automation of the month end close processes.Identify control gaps in the process and implement key controls where necessary.Ensure all processes and controls are adequately documented.Liaise with the Technology team to ensure all accounting systems issues are logged and closed out in an appropriate timeframe.From time to time, provide accounting guidance on relevant topics and update accounting papers/guidance as necessary.Participate in ad-hoc tasks/projects in support of department or Company’s initiatives.
Job Requirements and Credentials:Must possess at least a Bachelor's/College Degree in Financial Management, Economics,Accounting or other related business courseFamiliarity with Credit and Loan ProductsMinimum 3 years experience working in a company performing investment banking functionsShould have an understanding of general accounting principles including financial statementsExcellent English, verbal and written communication skillsKeen attention to detailsComputer and internet proficientCan work with minimal supervision and can deliver high quality outputMust be highly organized and with excellent multi-tasking skills and ability to prioritize activities effectivelyMust be proactive, motivated, detail-oriented, a team player and knows how to work with Service Level Agreements (SLA) and metrics
Infinit-O isn’t just about business process optimization, we’re about people. For over 20 years, we’ve been helping some of the world’s fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.But what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we’re dedicated to making a positive impact not just in business, but in the communities we serve.With a highly engaged and innovative team, we don’t just optimize processes, we also create meaningful change.Infinit-O is seeking an Implementation Specialist to support the onboarding and implementation of new private capital clients across private equity, private credit, and family office structures. This role is responsible for coordinating and executing the operational setup of new clients within our accounting platform, including entity configuration, historical data migration, and reporting setup. The Implementation Specialist works closely with client service teams to ensure a smooth and accurate transition into system, process and operational model.
Key Responsibilities• Support implementation of new client engagements for private equity funds, private credit funds, and family office structures• Configure legal entities, investment vehicles, investors, and capital structures within accounting systems• Manage historical data conversion and loading, including capital activity, investment transactions, and portfolio data• Validate data integrity and perform reconciliation checks during onboarding• Configure and test standard and customized client reporting packages• Support transition from implementation to ongoing client service teams
Qualifications• Degree in Accounting, Finance, Business, or related field• 2–5 years of experience in fund administration, fund accounting, or financial data implementation• Experience with private equity, private credit, or alternative investment structures• Strong understanding of fund structures, capital calls, distributions, and investment lifecycle• Experience with fund accounting or portfolio reporting systems (e.g., Investran, Allvue, eFront, Geneva, or similar)• Strong data management and reconciliation skills• Excellent project management and organizational skills• Ability to manage multiple implementations simultaneously
About Infinit-O: As a top Business Process Optimization solutions provider, we partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage.
Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.
Key Responsibilities:Delivering Quality ServicePrepare and maintain the accounting data for a portfolio of client engagementsEnsure all client deliverables are prepared accurately and with a high level of qualityStrive to perform high quality work and reduce the need for revisions.Perform a self-review of every NAV closing before submitting to supervisor for reviewStrive to provide overall client satisfactionRespond to all client queries promptly. When unsure of answers, seek guidance from a supervisor and make surethat client queries are solved in a satisfactory manner
AccountabilityPreparation of historical fund data, G/L entry, analysis of client accounts and performance of account reconciliationsReconcile cash account to statements identifying and resolving all differencesReconcile positions/securities to broker statementsResearch and resolve any differences between the accounting and broker reportsPrice the portfolios in accordance with Firm and Fund pricing policiesEnsure consistency of all reports included in NAV pack and resolve all differencesPrepare accounting entries and book to ledgerPerform month-end close processes/financial statement preparation and ensure completion of all control checks per SOC checklistPrepare fund expenses and accrual reconciliationsPrepare investor allocations and ensure fee/allocations are booked accuratelyReview all key legal fund offering documents and identify possible accounting or administrative implementation issuesDevelop a thorough technical knowledge of each fund overseen to ensure high quality client serviceAssist Senior Fund Accountants and Account Managers with year-end audit liaisonPrepare Year End supporting schedules for external auditors and assist with preparation of draft financial statementsEnsure high touch communication with all audit/tax contacts and verify the accuracy of all internally prepared support provided to auditors before it is submitted
Drive and ResilienceAlert supervisors when downtime is expected and volunteer to assist in a new project or internal initiativesKeep an accurate time log and record all time spent on client engagementsHave a willingness to work extra hours as necessary to meet client expectations and deadlines. Contribute to a team environment and provide support to supervisor
Technical ExpertiseDevelop a learning plan to gain an in-depth understanding of Fund Accounting and Investment Management industriesUnderstand our clients and their strategies; Analyze your assigned funds performance on a monthly basis and follow the marketsGain knowledge (through on the job training and research) of various securities including equities, bonds, swaps, options, FX, mortgages, financing and futuresDevelop knowledge of accounting standards relevant to Investment ManagementObtain or maintain a license or professional credentialMonitor continuing education requirements and develop a learning plan to improve industry knowledge
Problem SolvingAlert supervisors when unexpected issues come upCommunicate new challenges faced and proactively work with supervisors in developing solutions to overcomeengagement issuesProactively suggest improvements or refine the current process to raise the level of quality service continually anddeliverablesTake part in engagement planning procedures, provide regular status updates to supervisors, and handle regulardebrief meetings internally and with clients when necessaryProfessionalismHelp build and maintain the firm’s ethical culture through all of your actions. Demonstrate integrity and professionalismin all interactions with clients and other members of the firmProactively seek out opportunities for team building within the office. Develop and sustain relationships internally andexternally that help build career longevity
Requirements:Essential (MUST HAVE)Educational background in Finance, Accounting, or related field of study1-3 years of work experience; proper accounting experience and exposure to the alternative investment industry
Infinit-O isn’t just about business process optimization, we’re about people. For over 20 years, we’ve been helping some of the world’s fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.
But what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we’re dedicated to making a positive impact not just in business, but in the communities we serve.
With a highly engaged and innovative team, we don’t just optimize processes, we also create meaningful change.
Details:● Work Shift: Day Shift● Work Setup: Hybrid (2-4x a month RTO) ● Office Address: 9/F SCMC Mall of Asia Arena Annex (MAAX) Building, Pasay, 1300
Responsibilities:● Establish effective relationships across the organization to drive business performance and resolve problems ● Monitor and ensure overall client satisfaction and develop a strong relationship with assigned client contacts ● Ensure client deliverables are prepared accurately and with a high level of quality by conducting reviews of Associate work. This includes ensuring Associate work complies with internal procedures and controls, requirements as defined in the client service level agreement and fund formation documents. ● Help develop, educate and train staff accordingly to become subject matter experts on key services of the team ● Act as the first point of escalation for questions from Associates ● Identify operational process improvements and help drive change through implementation of new processes. Assist with the assessment, due diligence and implementation of key technology systems. ● Develop and maintain thorough knowledge of AML/KYC, FATCA and CRS regulations ● Assist with documentation of desktop procedures for key tasks across the team for cross-training purposes ● Assist with internal policy development as required (i.e. AML/KYC Policy, K1 Distribution Procedures, Internal
Job Requirements and Credentials:● 5+ years of investor services experience in the financial services industry ● Bachelor’s degree in finance, business administration or related field (or equivalent work experience) ● Experience with Microsoft Excel and ability to learn new applications ● Must have a high level of attention to detail and organization skills ● Ability to work in a fast-paced environment while managing numerous projects and clients ● Performance management experience ● Experience with hedge funds, private equity funds and the alternative investment space ● Strong interpersonal skills and positive attitude ● Ability to clearly communicate complex information to internal and external clients
About Infinit-O: As a top Business Process Optimization solutions provider we partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage.
Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.
Key Responsibilities:Support new clients and their law firms in “on-boarding” them onto the Client – i.e., implementation of client’s capitalization table and securities on the Client.Manage complex datasets with high integrity.Migrate Clients Data to the Onboarding Spreadsheet in Excel.Coordinate and manage inputs needed from both the clients and their law firms.Maintain the quality of clients’ data throughout the on-boarding process.Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process.Perform a Quality Control Check on the Clients Accounts.You will proactively manage your clients to dates, sending them live on time or early and improve your time to value month over month.
Job Requirements and Credentials:1-3 years experienceCollege DegreeProficient in Excel and have experience with CRMs (Preferably: Salesforce)Eager to learn or have experience working with: Mixmax, Talkdesk, and GuruStrong project management skills-must be able to manage multiple projects (40+) at a time, while providing timely follow up to clientsFamiliar or will become familiar with Private Equity and CapitalizationFlexible, adaptive, and resilientGreat people skills and a high degree of empathyGreat communication skillsHighly organized and can manage a group of C-Suite ClientsAbility to work cross-functionally with teamsAbility to deal with uncertainties and ambiguous situationsAbility to maintain confidentiality as required by customersAmbitious, proactive, a self-starter, helpful and resourcefulPossess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issuesKnowledge of finance and accounting is a plusExperience working at a high-growth software company is a plus
Infinit-O isn’t just about business process optimization, we’re about people. For over 20 years, we’ve been helping some of the world’s fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.
But what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we’re dedicated to making a positive impact not just in business, but in the communities we serve.
With a highly engaged and innovative team, we don’t just optimize processes, we also create meaningful change.
Details: Work Shift: Night Shift Work Setup: 2-4x a month RTO Office Address: 9/F SCMC Mall of Asia Arena Annex (MAAX) Building, Pasay, 1300Equipment ProvidedHMO Benefits upon hire
Key Responsibilities:Reconcile cash account to statements identifying and resolving all differencesReconcile positions/securities to broker statementsResearch and resolve any differences between the accounting and broker reportsEnsure consistency of all reports included in NAV pack and resolve all differencesPerform month-end close processes/financial statement preparation and ensure completion of all control checks per SOC checklistPrepare fund expense and accrual reconciliationsPrepare investor allocations and ensure fee/allocations are booked accurately
Job Requirements and Credentials:Educational background in Finance, Accounting, or related field of study1-3 years of work experience; Invesment Management Accounting experience and exposure to the alternative investment industry
Key Responsibilities:
Patient Intake & Registration: Coordinate the end-to-end registration process, including gathering demographic information and obtaining necessary consent forms.Complex Scheduling: Manage high-volume appointment scheduling across multiple clinical departments, ensuring adherence to provider-specific protocols.Insurance Verification: Perform real-time insurance eligibility checks, obtain prior authorizations, and communicate estimated out-of-pocket costs to patients.Financial Counseling: Assist patients in understanding their financial responsibilities and facilitate Point-of-Service (POS) collections.Data Integrity: Maintain the accuracy of the Electronic Health Record (EHR) by identifying and merging duplicate records and updating insurance coverage.Patient Advocacy: Act as a navigator, providing directions, prep instructions for procedures, and resolving scheduling conflicts with empathy.
Job Qualifications:
Education: College-level education or a College Graduate is required; an Associate’s degree in Healthcare Administration or a related field is a plus.Experience: Minimum of 1–2 years of experience in a inbound healthcare account, preferably in Patient SchedulingActual Customer Service Experience supporting Bilingual Spanish/English for 2 years.Communication: Exceptional verbal and written communication skills with the ability to remain calm under pressure in a fast-paced environment
Infinit-O is the trusted, customer-centric, and sustainable leader in Business Process Optimization. We empower finance and healthcare organizations to thrive in a digital-first world by combining specialized industry expertise and innovative technology for 20 years.We navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth backed by a world-class Net Promoter Score of 75. Our approach combines operational efficiency with a human-centered ethos, ensuring sustainable value creation for our clients and team members.
As a Certified B Corporation, Infinit-O is committed to the highest standards of social and environmental performance, accountability, and transparency. We embed these values into every aspect of our operations—aligning business success with a positive impact on our clients, people, and communities.Our commitment to Diversity, Equity, and Inclusion (DEI) is integral to our mission. We believe that building inclusive, equitable teams is not only the right thing to do—it is also essential for driving innovation and better business outcomes. We actively promote equal opportunity through inclusive hiring practices, continuous learning programs, and regular equity assessments to ensure a fair and empowering workplace for all.
Key Responsibilities:
We are seeking a driven and personable Client Service Analyst to join the Client Service team to help service the company’s rapidly growing client base. A successful candidate will be a highly collaborative team player who is eager to provide white glove service. They thrive in fast paced entrepreneurial environments, have exceptional attention to detail, and are service-oriented collaborators.
Drive successful client outcomes by assisting new and existing clients through active communication by processing client requests, and providing guidance throughout the transaction process (Pre-Trade, Trade, and Post Trade) Support clients with transfers, capital calls, AML/KYC, redemptions, and other ad hoc requests Collect, analyze and process client informationBecome a subject matter expert on the platform and help clients understand the mechanics of the platform Liaise with clients on the user experience of the platform and partner with the Technology team to enhance the client experience Create and execute new processes to further automate client workflows and ensure a seamless client experience Collaborate cross functionally with various teams at spanning Sales, Operations, and Technology to appropriately respond to inbound requests and questions, and streamline and improve existing processes Additional responsibilities will be determined based on capacity, skill, and interest
RequirementsJob Requirements and Credentials:
College degree in economics, finance, or a related discipline 1+ years of client service experience at a financial services firm Strong client service orientation with the ability to manage multiple competing priorities Advanced working knowledge of Microsoft Office and CRM programs Exemplary verbal, written, and interpersonal communication skills Organized and detail orientedProactive, resourceful, and eager to learnExcellent problem-solving and analytical abilities.Understanding of alternative investments and the wealth management ecosystem a plus
About Infinit-O: As a top Business Process Optimization solutions provider we partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage.
Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.
Key Responsibilities:Collect and document business requirements for project including training on support activities for operational process and business improvements/automation effortsFacilitate process workflow modeling to collaborate on process improvements, automation capabilities and clearly defined end-to-end use casesDevelop, implement, and execute operating proceduresIdentify issues and risks and participate in problem resolutionBring inconsistencies and problems to the attention of managementWork closely with Client Service, Operations, Enterprise and other internal Customer departmentsReview data source and reporting for accuracy and completenessUtilize Microsoft Office and other data management applications to automate reporting and analysisConduct data acquisition, prep, and analysis as a business need arisesAssist in implementing and tracking key performance indicators (KPIs)Design and develop and assist in preparation of recurring and ad-hoc analysis/reportsEnsure data integrity for all standardized and customizable reportingEvaluate/design new and existing macros, queries, dashboards and report/automation logicOther ad hoc tasks or activities associated with the Platform Ops support function and/or tasks within the capability and pay grade of the team member as may be assigned.
RequirementsEssential (Must Have)College Degree in Computer Science, Economics, Mathematics, or Business AdministrationStrong mathematical and analytical skillsModerate skills in Microsoft Suite, specifically Excel VLOOKUP, INDEX and MATCH, Pivot Tables, VBA, and macrosExperienced in detailed operational data reconciliationSolid written and verbal communication and the ability to work with customersMulti-tasking and deadline orientation are essentialAbility to work in a fast-paced, dynamic environmentDependability and the ability to maintain utmost confidentiality in dealing with business informationDesired (Plus but not a requirement)1+ years relevant experience preferred, but not requiredComputer skills: MS SQL and VBA for Excel are preferredExperienced at capturing and analyzing relevant data for formulating recommendations is a plusAbility to summarize information utilizing charts and graphs using MS PowerPoint or Dashboard tools is a plus
