• Manage, optimize, and implement workflows in ClickUp (primary focus) • Maintain and organize tasks, projects, and documentation within ClickUp • Manage email communications • Handle calendar scheduling and coordination • Organize and maintain digital documents and files • Ad hoc tasks

• Provide administrative language support in Mandarin (Cantonese is a strong plus) • Manage and send reminders and follow-ups • Run trust reports and assist with documentation tracking • Take meeting minutes accurately and professionally • Handle and organize legal and administrative documents with extreme attention to detail • Assist with general administrative tasks as needed • Support occasional coordination and communication tasks

• Manage and organize executive’s email inbox, ensuring timely responses and follow-ups • Maintain and coordinate professional and personal calendars, including scheduling meetings, appointments, and travel • Prepare regular reports and presentations as needed • Perform data entry and maintain accurate records • Assist with bookkeeping tasks such as expense tracking, invoice processing, recording customer payments, monitoring AR and reconciliation • Liaise with internal departments and external contacts on behalf of the executive • Handle confidential information with discretion • Provide general administrative support as needed

• Vendor onboarding • Data entry into marketplace platform • Invoicing and light bookkeeping (trained internally) • Customer support intake, proposal preparation, and order confirmation • Data Governance • Making and Importing Lists • Mass Email Sending (Templated emails) • Internal Coordination • Fill out certification paperwork • Task management • Follow up