Overview
Wellness Assistant Jobs in Port Jefferson at Integrative Healing Wellness, Inc
Does helping people take back their health feel like a calling, not just a career?
Are you energized by a room full of people all working toward something bigger than themselves?
1. ABOUT US
Evolve Health Medicine is a functional and integrative wellness practice in Port Jefferson, NY, founded by Dr. Erika Jurasits, DO, MPH, IFMCP. With more than 20 years of medical experience, Dr. Erika began her career in family medicine before recognizing that true healing required a deeper approach. Her advanced training and certification with the Institute for Functional Medicine (IFMCP) gave her the tools to help clients not only get well, but stay well – by identifying and addressing the root causes of illness.
That vision led her to create Evolve Health Medicine – a place where clients are supported through a root-cause, whole-person approach that restores balance and empowers each individual to take control of their health. Dr. Erika specializes in guiding people through the five pillars of health: hormones, detoxification, nutrition, fitness, and relaxation, so they can experience lasting transformation.
Known for being approachable and deeply committed, our practice blends medical expertise with compassion, education, and accountability. Our mission is simple: to inspire people to see that vitality is possible at any age – and to guide them in creating the health and life they desire.
2. OUR CORE VALUES
We operate by a set of values that shape everything we do – from how we serve clients to how we show up as a team:
- Community First – we are stronger when we lift each other up
- Education Always – we never stop learning, for our clients or ourselves
- Gratitude in All Things – even when things go wrong, we look for the lesson
- Walk the Talk – we live the lifestyle we promote
- Own It – we take accountability, build systems, and follow through
3. ABOUT THIS POSITION
The Wellness Assistant is the operational heartbeat of Evolve Health Medicine – the person who makes sure every member visit runs smoothly, every clinical detail is in place before the physician walks in, and nothing falls through the cracks after the visit ends. This is not a passive support role. It calls for clinical curiosity, financial literacy, strong systems thinking, and a genuine investment in functional health.
In your first 90 days, you will make an immediate impact where it matters most – removing friction from the physician’s daily workflow so that Dr. Jurasits can do what she does best. That means having every appointment prepped and documented in Cerbo before the provider walks in, getting visit note templates built and in active use so notes are completed in real-time with no backlog, and ensuring every member leaves with their visit summary and care plan in hand. It also means getting the practice’s AR into a clean, well-maintained state – and building the system that keeps it that way. The SOPs and processes you develop along the way will become the foundation this role runs on, and you will be fully supported by the team throughout.
The person who thrives here is warm, confident, and organized to their core – someone who brings calm to a busy environment, comes to every challenge with a solution, and takes real pride in the work they do.
4. KEY RESPONSIBILITIES
Member Care & Clinical Coordination
- Prepare all paperwork, intakes, and lab documentation for each member visit, ensuring the physician has everything needed before entering the room
- Coordinate with external labs (e.g. LabCorp) to resolve outstanding orders, missing results, and insurance coding requirements (ICD-10)
- Set up appointments in Cerbo, entering relevant clinical notes and pertinent member history to support the physician
- Check members out at the end of each visit – processing supplements, scheduling follow-ups, distributing handouts, and collecting payment
- Monitor the member portal and texting app queue, routing requests to the appropriate team member and handling administrative inquiries directly
Revenue Tracking & Financial Administration
- Own daily revenue tracking and input into the practice’s Daily Action Plan (marketing stats provided by the Enrollment Coordinator)
- Conduct monthly Accounts Receivable monitoring and deconstruction
- Take payment on all charges and maintain accurate financial records
- Support member transitions into the Longevity VIP membership program to contribute to practice growth
Member Calls & Outreach
- Conduct Awesome Calls as part of the team’s collective effort to celebrate and support members (sporadic, shared across the team)
- Participate in Qualifying Calls alongside the Enrollment Coordinator twice per month
- Support Discovery Calls as needed and develop familiarity with the full call process over time
Operations & Systems
- Answer phones, manage emails and incoming mail, and maintain office supply inventory
- Handle morning and evening duties – setting up and closing down the office each day
- Create and maintain SOPs and Routing Forms for all responsibilities within this role, in collaboration with the physician and team
- Attend all team huddles, weekly 1:1 with Dr. Jurasits, and project meetings as required
- Attend company quarterly meetings (minimum 2 per year; at least 1 must be attended in person), with travel typically spanning Wednesday through Sunday
Seminars, Webinars & Events
- Attend all in-house and dinner seminars (typically twice a month on Tuesdays until 8:30 PM) and actively support the Enrollment Coordinator with setup, enrollment, member greeting, seating, and the close
- Provide webinar moderation support on Mondays when needed (approximately 1–2 times per month, until approximately 7:00 PM)
- Complete the Evolve Health Medicine 60-day detox program after the 3-month probationary period — so you can speak to the client experience from the inside
5. SKILLS & QUALIFICATIONS
Required
- Google Workspace, Dropbox, Excel, Word & Adobe (Day 1)
- Lab portal experience and ability to interpret and code lab work for insurance (ICD-10)
- Financial literacy – revenue tracking, AR management, and Excel proficiency
- Exceptional organization and attention to detail – multiple priorities, zero dropped balls
- Strong verbal and written communication – warm, clear, and professional
- Comfort with payment conversations and collecting fees from members
- Ability to create systems, follow through independently, and thrive in a fast-paced team
Preferred (Nice to Have)
- Clinical background (MA, LPN, or equivalent) – a significant advantage for the clinical coordination component
- Experience in functional medicine, integrative health, or a wellness-focused clinical setting
- Familiarity with EHR systems (Cerbo experience a plus)
- Experience with Canva, Loom, Go High Level, Demio, or Mighty Networks
6. YOU ARE THE RIGHT FIT IF YOU…
- Take your health seriously and actively prioritize nutrition, exercise, and personal development – you live the lifestyle we promote, and it shows
- Walk into any room and bring calm confidence, not noise – clients feel at ease the moment they interact with you
- Are organized to a fault: your systems are tight, your follow-through is consistent, and nothing slips through the cracks
- Can switch from preparing a physician’s clinical notes to processing a supplement order to routing a member portal request – and genuinely love it
- Approach every challenge with a solution
- Are a real team player who supports those around you without needing to be asked
- See feedback as a tool and personal development as a non-negotiable, not an optional extra
- Are comfortable having direct, professional conversations about money – with members and with the team
- Understand that this practice runs on presence, energy, and commitment
7. COMPENSATION & BENEFITS
Salary: $48,000–$52,000 per year, based on experience
Bonus: $300–$1,500 per month, revenue-triggered
Location: Fully in-person | 170 N. Country Rd., Suite 2, Port Jefferson, NY 11777
Schedule:
- Monday: 7:45 AM – 6:00 PM
- Tuesday: 9:00 AM – 6:00 PM
- Wednesday: 9:00 AM – 6:00 PM
- Thursday: 7:45 AM – 6:00 PM
Please note: At least 2 Tuesdays per month extend until approximately 8:45 PM for in-person seminars. Mondays may extend until 7:00 PM for webinar coverage 1–2 times per month. On weeks with evening commitments, earlier departure on Wednesday or Thursday is available where possible. All hours are subject to change slightly.
Benefits Include:
- Health insurance – 50% employer-paid for individual coverage
- 40 hours personal/sick leave per year
- 40 hours paid vacation after year one, increasing by 40 hours each year (maximum 160 hours)
- 7 paid public holidays per year
- Simple IRA with 3% employer match
- Participation in the Evolve Health Medicine 60-day detox program (completed after the 3-month probationary period) – experience the client journey from the inside
- Supplements can be ordered through EHM at cost
8. WHAT SUCCESS LOOKS LIKE HERE
You know you’re thriving in this role when Dr. Jurasits walks into every appointment fully prepared, the member portal is clear, AR is clean, and you’ve begun building the systems that make this practice run even better than before. Success means our members feel cared for from the moment they arrive to the moment they leave – and you feel proud of the part you played in that. When the team is leaning on you because they trust your follow-through, and when you’re actively contributing to the growth of the practice, that’s when we know we found the right person.
9. HOW TO APPLY
We’d love to get a sense of who you are before we meet. Please record a short Loom video (2–3 minutes) answering the following two questions:
- Tell us about a time you had to manage multiple competing priorities with little guidance. What did you do, and what was the outcome?
- What does “walking the walk” mean to you personally when it comes to health and wellness?
Send your Loom to [email protected] with the subject line: Wellness Assistant Application – [Your Name].
Learn More: www.evolvehealthmedicine.com
Pay: $48,000.00 – $52,000.00 per year
Benefits:
- Paid time off
Experience:
- Lab portal : 1 year (Preferred)
- Microsoft Excel: 1 year (Preferred)
Ability to Commute:
- Port Jefferson, NY 11777 (Preferred)
Work Location: In person
Title: Wellness Assistant
Company: Integrative Healing Wellness, Inc
Location: Port Jefferson
