• Manage the VP’s calendar by prioritizing meetings, resolving conflicts, and ensuring alignment with strategic priorities • Manage team calendars and meeting requests to support overall scheduling needs • Coordinate domestic and international travel, prepare detailed itineraries, and manage expense reporting through Concur • Prepare, proofread, and edit materials, presentations, and reports for executive and cross-functional meetings • Manage and assist with event planning, meetings, and all key meetings within the Medical Affairs function to ensure seamless execution and alignment • Track decisions, deliverables, and follow-ups to ensure accountability and timely execution • Provide onboarding support for new vendors and agencies, ensuring they have the required access, documentation, and enablement materials • Manage contracts, SOW submissions, vendor onboarding, route agreements for review and approval in partnership with Legal and Finance • Track and manage event budgets, ensuring financial accuracy and reporting transparency • Coordinate with the hiring team to support the build-out of the Medical Affairs organization • Handle confidential information with professionalism, discretion, and sound judgment • Partner with other administrative staff to maintain consistency, alignment, and coverage across departments

• Manage the senior executives calendar, including scheduling focus time, client meetings, internal syncs, and events with excellent timing and context awareness. • Organize and triage email inbox, draft responses, and ensure timely follow-up on key action items. • Prepare professional business communications, reports, decks, and internal documents. • Coordinate meetings with internal teams, clients, vendors, and partners, including logistics and materials preparation. • Create agendas, capture notes, and track action items for key meetings. • Track deadlines, deliverables, and project follow-ups across multiple initiatives. • Maintain CRM hygiene and support pipeline administration as needed. • Support proposal workflow and sales process administration (scheduling, document assembly, version control, and routing for review). • Assist with time tracking and billing support (reminders, data collection, and coordination with finance/ops). • Triage and route incoming client service escalations. • Serve as a liaison with professionalism and a client-centric mindset. • Handle confidential information with strict discretion. • Assist with occasional personal tasks and travel coordination as needed.

• Own and manage the principal’s calendar, scheduling, and meeting logistics • Prepare structured daily and weekly briefing materials with context and objectives • Manage email triage and support executive communications • Coordinate travel arrangements and logistics • Support speaking engagements and event coordination • Conduct industry research and deep dives across investment and business topics • Gather and synthesize information from multiple sources into clear reports • Produce concise, high-quality written summaries and insights • Track key themes, trends, and strategic signals across investments • Drive timelines and execution across investment and venture initiatives • Maintain dashboards and track project progress • Coordinate deliverables and follow-ups across multiple projects • Support tracking of deal flow and investment activity • Maintain and update CRM systems across investor and partner relationships • Coordinate investor communications and private events • Assist with diligence materials and documentation • Track relationship notes and engagement history • Support selective personal logistics and coordination needs • Assist with operational execution of a consumer-facing subscription project • Coordinate administrative and operational tasks as required

AdvicePeriod (a Mariner, LLC line of business) is seeking a highly experienced Executive Assistant to serve as a trusted operational partner. This role combines traditional executive support with limited personal assistance responsibilities. The position is primarily focused on managing the Founder’s active and frequently changing schedule, maintaining communication flow, and ensuring that administrative and logistical details are handled smoothly. While the applicant’s work schedule will generally align with standard business hours, flexibility and responsiveness outside those hours are occasionally required. The ideal candidate is calm under pressure, extremely organized, discreet, technologically fluent, and capable of operating with minimal supervision. Responsibilities: - Calendar and Scheduling Management -Coordinating meetings across multiple organizations, clients, and advisors - Email and Communication Management - Responding directly to scheduling and administrative matters - Travel Coordination - Coordinating commercial travel, including flights, hotels, and ground transportation - Document and Information Management - Administrative Coordination - Meeting Preparation - preparing briefing materials, ensuring Steve is informed and prepared for upcoming meetings - Team Support - Supporting other members of the ultra-high-net-worth team as needed Qualifications: - Minimum of 10 years of Executive Assistant experience - Prior experience supporting senior executives or founders - Demonstrated ability to manage complex schedules and high-volume communications - Experience working in environments requiring strict confidentiality - Remote position, Pacific or AZ time preferred Skills: - Exceptional organizational discipline - High responsiveness and reliability - Strong judgment in prioritization and scheduling decisions - Comfortable handling confidential financial, legal, and estate planning information - Positive and professional personality - Strong interpersonal skills when interacting with clients and colleagues - Ability to work independently with minimal direction #LI-MK1 #LI-Remote We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. EOE M/F/D/V