Role Description We are seeking an elite Senior Executive Assistant to support a US-based business leader. This is a high-level role for a strategic partner with at least 7 years of experience supporting C-suite executives and a proven track record of long-term stability. - Manage executive inboxes, calendars, and project coordination via Trello. - Execute end-to-end financial tasks, including billing documentation and invoicing. - Build and edit online courses in Canvas LMS and design professional slide decks. - Set up and manage complex CRM workflows and automation within GoHighLevel. - Oversee social media ad campaigns (LinkedIn, Instagram, Facebook) and webinar promotions. - Leverage advanced AI tools to automate tasks and increase executive productivity. Qualifications - Minimum 7 years of experience as a Senior EA supporting US-based CEOs or Founders. - Proven stability with at least 2+ years of tenure in each previous professional role. - Advanced proficiency in GoHighLevel, Trello, Canvas LMS, and Meta/LinkedIn Ads. - Near-native written and spoken English with exceptional business judgment. - Expertise in using AI tools (ChatGPT, Claude) for high-level executive support.

• Create and send statements or invoices, track payments, and record company expenses. • Gather data on trends, industry best practices, and other publicly available information and prepare reports on the findings. • Store and organize documents and files. • Data Entry: prepare lead lists or meeting minutes, transcribe audio recordings, prepare payroll information, and organize research notes. • Research products, purchase goods & secure samples. • Store, update & collect information for marketing and sales campaigns through a CRM system. • Monitor projects, conduct internal communication & organize company data. • Coordinate team calendars, prevent scheduling conflicts & ensure clients are on time and prepared for meetings. • Prepare itineraries, book hotels, rental cars, etc. • Convey information to incoming calls & make calls for appointments or conduct informational inquiries. • Reply to emails, follow up on correspondence, organize inbox as per client preferences, and notify clients about important emails. • Synthesize data & other content into cohesive reports and presentation slides. • Upload videos, manage negative reviews, and keep the account profile up to date. • Ad hoc tasks

• Document new patient and referral intake • Manage appointment bookings, cancellations, and rescheduling for patients and healthcare providers. • Input patient information, medical records (CPT, ICD-10, HCPCS), and billing date into EMR/EHR systems • Assist with processing insurance claims, verifying patient insurance information, and handling billing inquiries, concerns, and documentation. • Respond to incoming patient inquiries, providing information and directing them to the appropriate healthcare professional. • Assist in analyzing healthcare data, preparing reports, and maintaining records. • Ensure HIPAA compliance, privacy regulations, and maintenance of patient confidentiality. • Coordinate the sending of medical records to various departments, healthcare providers, and professionals as directed by the Managing Physician. • Ad hoc tasks

• Designing secure, scalable, and regulatory-compliant data solutions across Banking & Capital Markets value chain. • Leading end-to-end RFP/RFI/RFQ responses including solution strategy, win-themes, pricing alignment, and delivery model. • Shaping solution blueprints for core banking modernization, payments transformation, data & analytics, digital channels, wealth/asset servicing, risk & finance, and front-to-back capital markets platforms.