This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Why Join Us? - Growth-Oriented Culture: Work with a leadership team committed to innovation and revenue expansion. - Competitive Earning Potential: Base salary plus bonus potential, profit-sharing, and a comprehensive benefits package that rewards expertise and contributions. - Legacy of Excellence: Be part of a well-respected organization with over 30 years of leadership in the insurance industry. - Dynamic Team Culture: Work alongside talented colleagues who are passionate, driven, and committed to success. Salary and Benefits The base salary for this position is $50,000-$65,000. Final salary offer will be based on several factors, including commensurate experience, qualifications, and skills. Our salaries are complemented by an extensive benefits package designed to support your well-being and work-life balance. These benefits include: - Health, dental, and vision insurance - 401(k) retirement plan options - Profit Sharing - Generous, flexible paid-time-off (PTO) policy

At the heart of this role is Scaling.com’s mission—and the work of Co-Founder Dr. Benjamin Hardy. Scaling.com exists to help ambitious entrepreneurs achieve transformational growth—often 10x or more—by simplifying complexity, elevating leadership, and installing proven frameworks that drive exponential results. Through world-class advisory and execution, we support founders in focusing on what truly matters so they can build scalable, sustainable businesses. Dr. Benjamin Hardy is a renowned organizational psychologist, bestselling author, speaker, and strategic advisor to entrepreneurs and executive teams. He is the architect of Scaling.com’s core methodology and the creator of the psychological frameworks our clients use to radically improve decision-making, performance, and business outcomes. His work bridges psychology, business strategy, and behavioral science, helping leaders move from incremental progress to exponential growth. As Scaling.com continues to expand its global impact—supporting thousands of clients and reaching millions through books, programs, and thought leadership—Dr. Hardy is focused on developing the next generation of content, research, and intellectual property. This includes writing future books, expanding the Science of Scaling into broader business and academic communities, and delivering high-level advisory work with founders and leadership teams. The Personal Assistant role exists to support Dr. Hardy across both professional and personal priorities, enabling him to operate at the highest level of focus, creativity, and impact. This includes thoughtfully filtering incoming requests, prioritizing high-impact initiatives, and actively creating momentum around the continued growth of The Science of Scaling and future publications. This is a full-time, high-trust position designed to remove friction from Dr. Hardy’s day-to-day life so he can continue advancing Scaling.com’s mission and thought leadership at scale.

• Provide support to the CEO and Executive Leadership Team • Act as the company’s first-line representative to external constituents (i.e., Board members, private equity staff, etc.) • Provide support to the Administrative Team and availability for back-up coverage as needed • Serve as assistant to CEO: Prepare internal and external corporate documents for team members and industry partners throughout the Microsoft Office suite of products • Proactively manage calendars of Officers by scheduling meetings and appointments and managing travel itineraries • Prepare expense reports and reconcile Monitor incoming email requests and keep respective members of the leadership team apprised of important information • Leverage technology to support the Officer during regular tasks (ex. note taker in meetings) • Assist with ad-hoc large-scale projects from members of the Executive Leadership Team • Maintain an organized filing system of electronic documents • Interface with external business partners as needed by the Officer (ex. board members, private equity support staff, banking officials, etc) • Manage projects and events from planning through delivery to ensure deliverables, requirements, schedules, costs, and meeting plans are properly tracked and communicated • Uphold a strict level of confidentiality • Responsible for time-sensitive and PII sensitive information • Develop and sustain a level of professionalism among staff and clientele • Assist the Administrative Team with duties and provide back-up support with scheduling • Support all Quality Management initiatives as applicable • Support all Compliance Program activities, including maintaining confidentiality and adhering to HIPAA guidelines • Participate in all Company meetings and training as applicable • Complete other duties and responsibilities as requested

• Maintain accurate and complete corporate records for 15-20 legal entities across multiple jurisdictions and introduce a new corporate records management system/tool • Lead entity rationalization initiatives to simplify corporate structure in coordination with tax and legal advisors • Design, standardize, and manage end-to-end intercompany frameworks, including contracting, documentation, approvals, transfer pricing support, and collaboration with Finance on invoicing and settlement processes • Manage and align the dual structure of legal entities and functional organization (with statutory Managing Directors), ensuring clear roles, decision rights, authorization frameworks, and effective collaboration while maintaining legal compliance and corporate boundaries • Manage shareholder communications, including maintaining shareholder databases, processing share issuances and transfers, preparing notices and proxies, and coordinating with private equity sponsors on governance and reporting • Serve as the primary contact for banking relationships, supporting debt financing activities, preparing corporate authorization documents, ensuring compliance with loan agreements, and maintaining records of guarantees and intercreditor arrangements • Organize and prepare materials for board meetings across all entities, drafting agendas and resolutions, ensuring procedural compliance, tracking decisions, and maintaining board records