• Managing All Administrative Tasks Related to Existing Clients of TaxValet. • Manage Billing Support and Price Increases. • Time Tracking Support. • Assist with Creating Time Sensitive Paperwork. • Other Administrative Tasks As Assigned By Your Manager.

• Manage the client intake process: answer inquiries, assess client needs, explain services and policies, and match new clients with the right therapist • Schedule, reschedule, and confirm appointments for all therapists; monitor cancellations and no-shows and follow up promptly • Send intake paperwork, ensure timely completion, and maintain accurate client records within the EMR (SimplePractice) • Handle inbound calls and messages with empathy and clarity; manage objections and sensitive conversations calmly • Track client and operational data using Google Sheets/Excel, maintaining up-to-date dashboards and tracking tools • Support billing inquiries, referrals, and communication between clients and therapists. • Assist with marketing administration, including managing social media and email campaigns • Uphold confidentiality and HIPAA compliance at all times

• Manage and upload real estate purchase contracts for Oklahoma into the internal Closer Control system • Coordinate contract distribution by emailing sellers purchase agreements based on provided information • Support administrative tasks within Closer Control, including reviewing existing leads and re-engaging them to schedule appointments • Track and report KPIs on a monthly basis, including lead volume and source, booked appointments, contracts submitted, and closed deals • Support calendar scheduling and general administrative coordination • Assist with adding and testing AI-driven functionality within the Closer Control app • Contribute to digital and social media efforts across Facebook, Google Business, YouTube, Instagram, and TikTok • Collaborate with marketing and SEO partners to support website updates, blogs, testimonials, and PPC initiatives • Proactively suggest new ideas for lead generation, follow-ups, and deal-closing strategies • Research competitor and reference websites to identify best practices and opportunities • Stay open to learning and applying new real estate sales and marketing techniques • Collaborate with internal team members, agent partners, and external professionals to support business goals

• Assist with internal event planning, including researching venues • Ensure timely follow-up on missed or pending tasks • Coordinate with vendors and service providers as needed • Provide general administrative support to executives • Schedule meetings and events based on email requests • Manage and organize email inboxes for executives • Maintain and update calendars accurately • Return phone calls promptly and professionally.