• Manage and maintain daily to-do lists, priorities, and task tracking • Handle email management and correspondence, including drafting and responding on behalf of leadership • Assist with calendar and schedule management, including coordinating meetings and avoiding conflicts • Support document handling, including organizing, maintaining, and assisting with signing documents • Assist with invoice tracking and basic administrative coordination • Step in to support operational gaps and ad hoc tasks as needed • Build and maintain organized systems and workflows • Ensure tasks and deliverables are completed efficiently and on time • Calendar & Schedule Management: Coordinate meetings and manage executive availability • Communication Management: Prioritize messages, respond appropriately, and ensure follow-ups • Meeting Coordination: Schedule meetings and track action items • Administrative Support: Maintain organized files, records, and documentation • Task & Project Tracking: Monitor deadlines and ensure completion • Confidentiality: Handle sensitive information with discretion • Problem-Solving: Identify issues and proactively provide solutions

• Send initial onboarding messages to new clients • Guide clients on next steps (booking calls, required info) • Conduct follow-ups with clients • Handle inbound calls and direct queries appropriately • Assist with case-related admin tasks in a case management system • Maintain organized client records • Support general inbox and communication management • Answer incoming calls professionally • Qualify callers (new vs existing clients, type of case, etc.) • Route or escalate queries when needed

• Coordinate with financial advisors, accountants, and investment managers on behalf of the CEO • Track and organize personal investment portfolios, statements, and financial correspondence • Manage tax preparation workflows — gather documents, coordinate with CPAs, track deadlines, and ensure timely filings for both personal and business-related obligations • Process, organize, and resolve incoming financial paperwork, invoices, and office mail efficiently • Maintain a clear system for accounts payable, reimbursements, and recurring financial commitments • Serve as the primary liaison with attorneys, legal agencies, and regulatory bodies for personal and light business legal matters • Review, organize, and track contracts, agreements, and legal correspondence • Manage timelines for legal filings, renewals, and compliance deadlines • Conduct basic legal research and prepare summaries to support decision-making • Coordinate with local government agencies and offices on permits, filings, and documentation • Manage logistics for family-related matters including college applications, enrollment, academic deadlines, and school communications • Coordinate medical appointments, insurance paperwork, and health-related administration for the CEO's family • Handle personal scheduling, travel, and logistics that intersect with professional commitments • Serve as the go-to problem solver for personal administrative needs, ensuring fast resolution • Own the CEO's incoming mail — physical and digital — with a system for triage, action, and follow-up • Maintain organized records and filing systems across financial, legal, and personal domains • Identify and implement tools and processes that increase efficiency across all areas of responsibility • Proactively flag issues, deadlines, and risks before they become problems

• Coordinate patient scheduling across multiple platforms (e.g., ZocDoc and EMR systems) • Handle insurance verification and prior authorizations • Manage patient communication via phone and messaging • Maintain accurate patient records and ensure proper documentation • Support day-to-day back-office operations across two clinics • Assist with calendar management and meeting scheduling • Support travel coordination and general administrative tasks • Help manage workflow and ensure priorities are organized