• Manage and organize three inboxes (personal, work, shared investor inbox). • Implement follow-up systems to prevent missed replies and recurring “email bankruptcy.” • Draft routine and logistical emails for CEO review, reducing workload while preserving control. • Proofread and edit all outgoing communications to improve clarity and accuracy. • Prioritize investor, recruiting, and vendor communications. • Coordinate weekly and bi-weekly internal meetings (all-hands, leadership, C-suite). • Prepare and maintain agendas, collect participant notes, and track follow-ups. • Attend meetings as needed to capture action items and enforce accountability. • Help implement calendar rules to protect focus time and avoid unnecessary meetings. • Conduct a daily end-of-day check-in (5:00–5:30 PM) to review upcoming meetings and open loops • 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. • Manage delegated tasks and ensure timely follow-up using Linear. • Close feedback loops and prevent lost action items. • Support the rollout of structured task and delegation systems across the organization. • Assist with daily reminders, priorities, and workload balancing. • Manage operational tasks such as office lunch orders, events, offsites, and travel coordination. • Assist with personal scheduling, including medical appointments on recurring cycles. • Handle sensitive information in compliance with HIPAA and related agreements. • Support monthly outreach to patients with high NPS scores and assist with review collection workflows. • Research and implement tools for reviews, CRM, and process optimization. • Communicate daily via Slack with structured updates. • Track tasks and delegation in Linear. • Help expand Notion usage for SOPs, documentation, and a lightweight CRM.

• Organizing and managing the executive's schedule • Scheduling, preparing for, and attending meetings • Booking and coordinating travel arrangements • Managing, organizing, and maintaining important documents, files, and records • Assisting with various projects by gathering data and preparing reports or presentations • Building and maintaining positive relationships with clients, partners, and key stakeholders • Assisting with general administrative tasks

• Patient Re-Engagement and Scheduling – Proactively identify and contact patients who require follow-up appointments, treatment plan adjustments, or re-engagement in care • Manage and optimize patient scheduling using Google Calendar, ORCHID (DaySmart) Spa Software, and CERBO EHR, ensuring accurate and timely appointment confirmations • Electronic Health Record (EHR) Management – Maintain and update patient records in CERBO EHR and Brite Hormone Prescribing, ensuring accuracy and completeness • Process and manage patient communications, including emails and secure messages, within the EHR system • Administrative Support – Manage and organize internal digital files and documents using Google Drive • Operational Improvement – Identify and recommend process improvements to enhance patient care coordination and operational efficiency • POD Team Collaboration – Participate in regular team meetings to discuss patient care, operational updates, and process improvements

• Maintain digital personnel files, ensuring all contracts, amendments, and legal documents are signed, filed, and easily retrievable. • Lead the administrative logistics for new hires (setting up accounts, collecting IDs) and departing employees (revoking access, exit documentation). • Monitor attendance logs, process leave requests, and prepare monthly payroll inputs (overtime, unpaid leave, bonuses) for the finance team. • Track mandatory certifications, visas, and policy acknowledgments to ensure the company remains audit-ready at all times. • Draft professional internal communications, including employment verifications, promotion letters, and policy updates. • Maintain HR trackers and generate weekly/monthly reports on headcount, turnover, and leave trends. • Ensure the HRIS is the "Single Source of Truth" by auditing data regularly and troubleshooting basic system errors.