• 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.

• Handle client emails with impeccable tone and regulatory awareness • Respond to client inquiries (e.g., withdrawal requests) on behalf of the Executive • Manage monthly marketing distributions using Mailchimp and HubSpot • Validate data from fund administrators for accuracy before distribution • Update and maintain clean contact lists in both systems • Work with external designer to create marketing materials • Organize and sanitize Execuitve's multiple calendars (NorCap, personal, confidential) • Schedule meetings and manage Execuitve's availability • Ensure company-wide calendar visibility and coordination • Handle repetitive operational processes (insurance renewals, engagement letters, etc.) • Manage follow-up on incomplete tasks and ideas from Executive • Escalate nuanced or unclear assignments for clarification from Jonathan or Garth • Comfortable working with AI tools and understanding AI prompting • Ability to manage and validate Karen (the AI assistant) outputs • Willingness to learn custom software and new workflows