• Manage complex calendars for two VP-level leaders. • Run cross-functional programs end-to-end. • Proactively identify and close operational gaps between the two VP teams. • Plan and run leadership offsites, recurring forums, and org initiatives with senior stakeholders. • Draft and coordinate executive communications and prepare concise briefings. • Use AI-enabled and automation tools to enhance productivity. • Make timely operational decisions and represent the leaders with professional judgment. • Recommend and implement tools, templates, or processes that measurably reduce operational overhead.

• Provide executive-level administrative support to the Executive Team including: • Drafting written communication as requested • Handling travel and expenses • Coordinating schedules • Taking and maintaining meeting minutes • Planning and coordinating logistics related to on-site tours and events • Communicate with external stakeholders on behalf of the leadership team which could include vendors, elected officials, regulators, board members, quality improvement • Greet and interact with community partners and visitors in a warm and courteous manner, creating a welcoming environment • Protect privacy and maintain confidentiality of all company procedures and information about team members, participants, and families • Complete all required documentation in a timely and accurate manner • Follow WelbeHealth policies and procedures and participate in any required Quality Improvement activities, staff training and meetings

• Own and optimize the CEO’s calendar and inbox to ensure efficient scheduling, focus time, and timely communication. Coordinate meetings, manage follow-ups, flag priorities, and respond on behalf of the CEO when appropriate. Maintain alignment between professional and personal calendars. • Bookkeeping and accounting support (using QuickBooks), Contracting support for government compliance, Marketing assistance (as secondary capability) • Document, organize, and improve company workflows and Standard Operating Procedures (SOPs) in Notion. Support the creation of internal systems for accountability, task tracking, and delegation across Trotta’s operations and team structure. • Handle recurring administrative finance processes such as client billing setup, monthly invoices, commissions, and reimbursements. Maintain organized digital records, ensuring accuracy and timeliness in monthly cycles. • Plan and manage travel logistics for the CEO and team, including flights, accommodations, and conference registrations. Build and maintain an annual travel calendar for 8–9 industry events, ensuring smooth execution and detailed itineraries. • Serve as the central communication link between the CEO, internal team, and external partners. Maintain a professional tone and ensure clear, timely updates across all channels (Slack, Gmail, Notion). • Provide structured updates and summaries on priorities, progress, and deadlines. Support time-blocking and productivity systems to help the CEO stay focused on strategic work. • Ability to maintain cybersecurity protections, Understanding of defense-related compliance certifications, Capability to handle restricted calendar/email access appropriately, Background check clearance. • Notion, Slack, Google Workspace (Gmail, Calendar, Drive, Docs, Sheets), Todoist or similar task management platforms, Appfolio, LeadSimple • Preferred Communication: Slack (daily), Zoom (weekly check-ins), email summaries

• Prepares and assembles medical record documentation/charts for physician • Ensures medical record compliance by self-documentation attestation • Updates patient history, physical exam, and other pertinent health information • Prepares and sends all documentation to physician for review and approval via authentication of detailed data entry and facility-specific procedures • Monitors the duration of basic lab results and screening procedures • Complies with hospital and medical facility policies, including those relating to HIPAA and Joint Commission • Performs other clerical duties and tasks to improve provider productivity and clinic workflow as assigned