Job Description: Virtual Assistant for Healthcare M&A Firm

Position Overview

ConnectOS is seeking a highly organized and detail-oriented Virtual Assistant to support the Founder of a leading business broker and mergers and acquisitions advisory firm specializing in healthcare services. This is a part-time, remote position.

Company Information

ConnectOS is a certified Great Place to Work and a top-rated Philippines employer of choice.

Our Client is a registered business broker and mergers and acquisitions advisory firm with extensive experience in the healthcare services sector. Their Partners have led Mergers & Acquisitions for major companies like Walgreens, Pediatric Services of America, Option Care, and Omnicare (part of CVS Healthcare). They have a proven track record of advising on hundreds of healthcare company transactions, including:

• Retail Pharmacies
• Home Infusion Therapy Providers
• Specialty Pharmacies
• LTC Pharmacies and other Institutional pharmacies
• Skilled and unskilled home health care
• Hospice providers
• Urgent care centers
• Home medical equipment and respiratory therapy providers
• Physician practices and ancillary health care services

They possess deep expertise in structuring transactions for Corporate and Private Equity deals, acting as both buyers and sellers.

Responsibilities

• Calendar and Scheduling Management: Coordinate the Founder's calendar, schedule meetings, and ensure timely follow-ups with clients and stakeholders.
• Data Entry and Record Management: Accurately input, update, and maintain client information with a strong focus on confidentiality and detail.
• Client Communication and Support: Respond to basic client inquiries, schedule consultations, and ensure professional and timely communication.
• Meeting Support and Note Taking: Attend virtual meetings, take clear and detailed notes, transcribe minutes, and track action items.
• Administrative Support and Process Improvement: Manage email communications, organize digital files, and suggest improvements to administrative workflows.

Requirements

• Strong organizational and multitasking skills: Ability to manage multiple responsibilities, prioritize tasks effectively, and maintain attention to detail.
• Proficiency in Google Suite and Excel: Comfort with cloud-based tools (Docs, Sheets, Drive) and advanced Excel skills for data management.
• Excellent written and verbal communication skills: Professional, clear, and timely communication with internal team members and clients.
• Tech-savviness and familiarity with virtual tools: Experience navigating modern tech platforms, including preferred familiarity with HealthSherpa.

Additional Details

• Employment Type: Part-time
• Workplace: Remote
• Language: English (en)
• Department: Administration & Office Support
• Published: 2025-07-28

Application Instructions

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Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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