• Manage the business owner’s email inbox, including organizing, responding, and flagging priority messages. • Answer subscriber and client questions with oversight, redirecting them to the appropriate resources, programs, or next-step offers. • Maintain accurate follow-ups, tracking email conversations and interactions with clients and internal team members. • Coordinate scheduling and outreach sent via email, text, or Voxer for calls, webinars, podcast recordings, and meetings. • Coordinate logistics for podcast interviews, affiliate connections, and networking follow-ups. • Assist with organizing and booking travel accommodations when needed. • Send outreach and follow-up messages to contacts made at events or through partnerships. • Coordinate updates and tasks that require review or approval with the marketing team. • Update and maintain contact lists and databases on a monthly basis. • Manage data transfers and updates within Go High Level (GHL) and internal systems. • Track and update webinar registrations from Zoom. • Assist with backend sales page updates and system organization. • Provide customer support Monday–Friday (10:00 AM–2:00 PM), with occasional weekend support during launches or sales. • Serve as a Go High Level expert, handling platform-related questions.

• 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 in the patient • 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. • Demonstrate understanding necessary to assess, review and apply criteria

• Calendar Management: Efficiently manage and coordinate schedules, appointments, and meetings. • Travel Logistics: Plan and arrange travel plans and accommodations for executives. • Communication: Ensure timely communication and documentation. • Time Management: Strategically prioritize the executive's tasks and help optimize their time. • Understanding Goals: Align with the executive's objectives to promote an effective working relationship. • Administrative Tasks: Support with communications, presentations, reports, and social media management. • Research Support: Conduct necessary research as required by the executive. • Personalized Assistance: Cater to the individual preferences and requirements of the executive.

• Build and maintain complex Google Sheets with interconnected workbooks • Utilize advanced formulas including ARRAYFORMULA, QUERY, REGEX, IMPORTRANGE, FILTER, VLOOKUP/XLOOKUP for large datasets • Create dynamic dashboards and reports for easy data visualization • Optimize spreadsheet performance to handle large volumes of data efficiently • Assist with operational tasks to support team productivity and workflow management