Assist World

• Open and organize new case files • Manage the attorney's calendar and schedule meetings • Provide light legal support work as needed • Prepare and file documents with the courts as directed by the attorney • Maintain organization within Time Matters case management software • Draft and send emails on the attorney's behalf; stay CC'd on correspondence to follow up with other attorneys regarding motions • Follow up with care facilities and other third parties to gather information needed for annual guardianship accountings • Perform data entry of financial information (bank statements, client expenses) into Excel spreadsheets • Support overflow work for the firm's in-house legal assistant

• Monitor and triage the inbox daily, flagging urgent or high-priority items • Draft, proofread, and send responses on the founder's behalf where appropriate • Organize inbox folders/labels and archive or unsubscribe from unnecessary clutter • Follow up on outstanding emails to keep threads moving • Schedule, confirm, and reschedule meetings across time zones • Proactively resolve scheduling conflicts and keep the calendar up to date • Prepare the founder with agendas or relevant context ahead of meetings • Research relevant industry events, conferences, and meetups worth attending or sponsoring • Handle logistics: registrations, travel coordination, and scheduling around events • Gather background research on existing customers ahead of check-ins or renewals • Research potential new customers and compile findings into organized briefs • Support light project and issue tracking in Linear • Help keep tickets, tasks, and statuses organized and up to date • Take on ad hoc administrative tasks as they come up • Help build and document simple processes (SOPs) for recurring tasks

• Research, compare, and book flights for the Sales Manager and international guest speakers traveling from Mexico to the U.S. (and between U.S. cities). • Evaluate rental car options as an alternative to flights for shorter regional legs of multi-city tours. • Source and book hotel accommodations, ideally co-located with event venues, to minimize team mobility needs. • Request and compare quotes from hotels and event venues; liaise directly with venue/hotel contacts. • Support planning logistics for a back-to-back, multi-city speaker tour (approx. 6 cities across 7 days). • Research and help coordinate a multi-day VIP experience in Las Vegas for approximately 50 people (accommodations, private venue/house rental, dining, entertainment). • Research and help secure a venue in Dallas for a company launch/annual convention in October, accommodating approximately 1,000 attendees. • Track and organize logistics details (confirmations, itineraries, costs) and provide clear cost comparisons to support decision-making. • Provide general administrative support related to event and travel coordination as needed.

• Act as the primary point of contact for client service enquiries. • Build and maintain strong relationships with clients through phone, email and virtual meetings. • Prepare and support financial plans using eMoney. • Assist with financial planning recommendations and implementation. • Manage client information and maintain accurate records within the CRM. • Work with client accounts held on the Charles Schwab custodial platform. • Coordinate with the Financial Advisor to ensure outstanding client service. • Handle planning, administrative and follow-up tasks independently. • Help streamline internal processes and free up advisor capacity for business growth.

• Prepare and maintain commercial shipping documentation. • Classify products using the correct HS (Harmonized System) Codes. • Update and maintain data across internal ERP and operational systems. • Coordinate domestic and international shipments with freight forwarders and logistics providers. • Monitor shipment progress and resolve operational issues. • Support customs documentation and ensure compliance with import/export requirements. • Liaise with suppliers, warehouses and internal stakeholders to ensure smooth order fulfilment. • Maintain accurate inventory, shipping and operational records. • Assist with process improvements and operational reporting. • Provide general administrative support to the operations and logistics teams.

• Manage a portfolio of e-commerce clients, building long-term relationships. • Lead client onboarding and Shopify store setup projects. • Configure Shopify stores, including products, collections, navigation, shipping, taxes and payment gateways. • Coordinate with internal teams and external partners to ensure successful project delivery. • Provide strategic guidance to clients on Shopify best practices. • Troubleshoot store issues and recommend practical solutions. • Monitor account performance and identify opportunities for growth and optimisation. • Deliver regular client updates and maintain clear communication throughout each project. • Ensure projects are completed on time and to a high standard

• Managing personal email inboxes and correspondence • Calendar management and scheduling appointments • Planning holidays, family trips, and social events • Coordinating bookings, reservations, and travel arrangements • Researching services, venues, and suppliers • Organising family events and celebrations • Liaising with external contacts and vendors • General personal administration and lifestyle management • Providing ad hoc support as required

• Processing and coding purchase invoices. • Raising and issuing sales invoices. • Recording and reconciling financial transactions. • Managing purchase orders (POs). • Assisting with general bookkeeping and accounts administration. • Maintaining accurate financial records using Xero. • Supporting the Accounts team with ad hoc finance tasks as required. • Communicating professionally via email with suppliers and internal stakeholders where necessary

• Manage the client assessment process from intake through completion • Send, track, and follow up on patient assessment forms and questionnaires • Prepare documentation and templates prior to appointments • Upload and organize completed reports and patient records • Coordinate scheduling and communication with patients and referral partners • Ensure all required materials are prepared before appointments • Manage email inboxes and correspondence • Coordinate appointments, meetings, and calendar management • Assist with invoicing and billing administration • Support workflow organization and task tracking • Handle general administrative and executive assistant duties • Coordinate occasional travel and personal administrative tasks • Maintain awareness of healthcare privacy and compliance requirements • Ensure documentation and workflows follow established procedures • Identify potential issues and proactively recommend solutions • Maintain accurate and organized records

• Manage ongoing communication with prospective and newly recruited insurance agents primarily via text messaging. • Monitor agents' progress through the onboarding pipeline, including: ○ Exam scheduling ○ Exam preparation ○ Licensing ○ Contracting • Conduct regular follow-ups (typically every 2–3 days) to keep agents engaged and motivated throughout the process. • Respond to inquiries and provide the appropriate onboarding information based on each agent's current stage. • Route qualified prospects to the appropriate next step, including: ○ Scheduling follow-up calls ○ Sending exam registration information ○ Initiating contracting paperwork for licensed agents • Maintain accurate notes and update all communication records within the company's CRM/database. • Assist with weekly lead follow-up after Thursday opportunity overview calls. • Help schedule appointments between interested candidates and leadership when needed. • Take on additional administrative tasks as the business continues to grow.