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• Assist clients as directed • Maintain client relations and refine internal processes that support COYL and clients • Manage communication between various clients’ upper management and employees, liaising with internal and external executives on projects and tasks • Plan and orchestrate work to ensure the client’s priorities are met, organizational goals are achieved, and best practices are upheld • For real estate/business broker clients: Supervise administrative aspects of home buyer and seller transactions from executed purchase agreement to closing • Review contracts, disclosures, and addendums for accuracy and submit to the broker for file compliance • Act as the primary contact between agents, clients, lender, title officer, and inspectors to ensure a smooth, timely closing process • Monitor and track all contingency deadlines, including inspection periods, loan approval dates, and appraisal contingencies • Open escrow, manage earnest money deposits, and ensure all escrow documents are complete • Input client information into CRM and transaction management software (e.g., DocuSign, SkySlope, Dotloop) • For all clients: Manage the professional and personal needs for various clients • Track detailed records in timekeeping system • Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information to our virtual clients’ senior executives • Manage, coordinate, and arrange our virtual client’s travel and travel-related activities, including hotel booking, transportation, and meals • Perform administrative and office support, such as typing, dictation, spreadsheet creation, faxing, and maintenance of filing system and contact database • Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with various clients and our company • Organize client communications • Answer phones for clients and relay messages • Plan client events • Respond to all requests within a maximum of 4 business hours • Navigate priorities while multi-tasking • All other tasks as needed

• Assist clients as directed • Maintain client relations and refine internal processes that support COYL and clients • Manage communication between various clients’ upper management and employees, liaising with internal and external executives on projects and tasks • Plan and orchestrate work to ensure the client’s priorities are met, organizational goals are achieved, and best practices are upheld • Manage the professional and personal needs for various clients • Track detailed records in timekeeping system • Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information to our virtual clients’ senior executives • Manage, coordinate, and arrange our virtual client’s travel and travel-related activities, including hotel booking, transportation, and meals • Perform administrative and office support, such as typing, dictation, spreadsheet creation, faxing, and maintenance of filing system and contact database • Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with various clients and our company • Organize client communications • Answer phones for clients and relay messages • Plan client events • Respond to all requests within a maximum of 4 business hours • Navigate priorities while multi-tasking • All other tasks as needed

• Report to the Project Manager and Manager of the Executive Assistant team • Assist clients as directed • Maintain client relations and refine internal processes that support COYL and clients • Manage communication between various clients’ upper management and employees, liaising with internal and external executives on projects and tasks • Plan and orchestrate work to ensure the client’s priorities are met, organizational goals are achieved, and best practices are upheld • Manage the professional and personal needs for various clients • Track detailed records in timekeeping system • Coordinate complex scheduling and extensive calendar management • Manage, coordinate, and arrange our virtual client’s travel and travel-related activities • Perform administrative and office support, such as typing, dictation, spreadsheet creation, faxing, and maintenance of filing system and contact database • Maintain professionalism and strict confidentiality with all materials • Track action items and follow up with the client and internal team members • Assist with meeting preparation including agendas, materials, note-taking, and follow-up items • Support operational tasks such as CRM updates and workflow coordination • Organize client communications • Return phone calls and relay messages • Plan client events • Respond to all requests within a maximum of 4 business hours • Navigate priorities while multi-tasking • All other tasks as needed

• Maintain multiple QuickBooks files by entering transactions • Reconcile bank/credit card/Line of Credit/etc. accounts in QuickBooks • Audit vendor and customer accounts for accurate A/P and A/R • Provide accurate financial statements • Obtain necessary documentation for accuracy of transactions • Move small businesses towards their financial goals through consistent support and important reminders

• Lead full-cycle Epicor Kinetic implementations (SaaS & On-Prem) • Run and execute upgrades • Own Quote-to-Cash process design • Facilitate discovery with executives, operations, finance, and shop-floor teams • Design and deploy: BPMs, BAQs, Dashboards, SSRS reports • Guide clients on manufacturing best practices • Translate real-world production needs into system configuration • Manage multiple client engagements independently

• Support the Director of Business Operations • Assist clients as directed • Maintain client relations and refine internal processes that support COYL and clients • Manage communication between various clients’ upper management and employees, liaising with internal and external executives on projects and tasks • Plan and orchestrate work to ensure the client’s priorities are met, organizational goals are achieved, and best practices are upheld • Manage the professional and personal needs for various clients • Track detailed records in timekeeping system • Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information to our virtual clients’ senior executives • Manage, coordinate, and arrange our virtual client’s travel and travel-related activities, including hotel booking, transportation, and meals • Perform administrative and office support, such as typing, dictation, spreadsheet creation, faxing, and maintenance of filing system and contact database • Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with various clients and our company • Organize client communications • Answer phones for clients and relay messages • Plan client events • Respond to all requests within a maximum of 4 business hours • Navigate priorities while multi-tasking • All other tasks as needed

• Write and edit copy for websites, blogs, email campaigns, social media, ads, landing pages, brochures and other marketing collateral • Maintain a consistent client brand voice across all communication channels • Translate client or internal goals into persuasive, convertible content • Conduct research to understand target audiences, industry topics, and competitive landscapes • Optimize copy for SEO and user experience • Revise content based on feedback while meeting deadlines consistently