• Store and organize documents and files. • Data Entry: prepare lead lists or meeting minutes, transcribe audio recordings, prepare payroll information, and organize research notes. • Research products, purchase goods & secure samples. • Store, update & collect information for marketing and sales campaigns through a CRM system. • Create and send statements or invoices, track payments, and record company expenses. • Gather data on trends, industry best practices, and other publicly available information and prepare reports on the findings (e.g., for comparative analysis). • Monitor projects, conduct internal communication & organize company data. • Coordinate team calendars, prevent scheduling conflicts & ensure clients are on time and prepared for meetings. • Prepare itineraries, book hotels, rental cars, etc. • Convey information to incoming calls & make calls for appointments or conduct informational inquiries. • Reply to emails, follow up on correspondence, organize inbox as per client preferences, and notify clients about important emails. • Ad hoc tasks

• Store and organize documents and files. • Data Entry: prepare lead lists or meeting minutes, transcribe audio recordings, prepare payroll information, and organize research notes. • Research products, purchase goods & secure samples. • Store, update & collect information for marketing and sales campaigns through a CRM system. • Create and send statements or invoices, track payments, and record company expenses. • Gather data on trends, industry best practices, and other publicly available information and prepare reports on the findings (e.g., for comparative analysis). • Monitor projects, conduct internal communication & organize company data. • Coordinate team calendars, prevent scheduling conflicts & ensure clients are on time and prepared for meetings. • Prepare itineraries, book hotels, rental cars, etc. • Convey information to incoming calls & make calls for appointments or conduct informational inquiries. • Reply to emails, follow up on correspondence, organize inbox as per client preferences, and notify clients about important emails. • Ad hoc tasks

• Enable executive productivity through proactive calendar management, scheduling, and logistical coordination • Own complex calendar management across multiple time zones, balancing competing priorities with sound judgment • Schedule and prioritize internal and external meetings, proactively resolving conflicts • Coordinate domestic and international travel, with an emphasis on conferences and multi-day events • Ensure seamless planning and execution of meetings, events, and conference logistics • Prepare leaders for meetings with clear agendas, materials, and follow-ups • Support planning and execution of leadership meetings, board meetings, offsites, and company events • Deliver a highly professional experience when interacting with external partners, PHM partners, and Board members • Anticipate needs, identify potential issues, and resolve logistical challenges in a fast-moving, often ambiguous environment

• Implementing and managing a structured email triage system (initially 8 categories, refined over time) • Sorting and prioritizing incoming messages daily • Identifying revenue-generating and high-impact emails for Chris’s direct attention • Delegating actionable items to appropriate team members • Extracting tasks from emails and moving them into a task management system (Notion) • Drafting routine responses and gradually taking ownership of standard communications • Preparing a prioritized daily action summary during sync meetings • Maintaining inbox organization to reduce actionable emails to a minimal, high-impact list • Proactively blocking time for priority tasks and deep work sessions (e.g., 3-hour client review blocks) • Managing incoming meeting requests and calendar invites • Coordinating scheduling via email and Calendly links • Maintaining accurate availability and protecting focused work periods • Adjusting calendar structure as preferences evolve (e.g., prioritizing mornings for deep work) • Ensuring flexibility while maintaining structure • 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 the company's operations and team structure. • Assist with invoicing (occurs approximately twice per month) • Support with other tactical administrative tasks as needed • Ensuring delegated tasks are followed up on and completed • Reducing cognitive load by maintaining a clear, visible task pipeline • Implementing and maintaining a shared Notion workspace • Capturing tasks from emails, meetings, and discussions • Assigning deadlines and tracking progress • Supporting transparency and real-time updates • Preparing agendas for daily/weekly sync meetings • Developing and maintaining recurring operational checklists • Tracking compliance deadlines (e.g., bi-annual certifications, audits) • Managing recurring administrative tasks (e.g., invoicing support) • Providing proactive reminders • Improving operational consistency and service quality • Preventing last-minute rushes and reducing operational risk • Communicating daily via Slack with structured updates. • Tracking tasks and delegation in Notion • Helping expand Notion usage for SOPs, documentation, and a lightweight CRM. • Using Calendly, MS TEAMS, Mosaic.