• New Patient Scheduling & Front Desk Support: Schedule 15–20 new patient evaluations per week, Manage appointment calendars and confirm upcoming visits, Handle appointment rescheduling and patient inquiries via phone and email, Coordinate closely with in-clinic staff to ensure timely follow-ups and documentation, Maintain accurate and up-to-date patient records • Insurance Verification & Authorizations: Verify insurance eligibility for 15–20 patients per week, Submit and track 10–15 prior authorizations per week, Update insurance details in the EMR and payer portals, Proactively communicate insurance requirements to the in-person team, Help ensure patients arrive informed and prepared for their visits • Administrative Support: Support daily clinic operations with data entry and documentation, Maintain HIPAA compliance across all patient communications, Communicate proactively with leadership to avoid delays or ambiguity, Contribute to a smooth, organized workflow for both patients and staff

• Meeting Output & Execution (Core Mandate): Attend all key meetings. Immediately draft concise notes (Decisions, Action Items), assign tasks in the project management system, and personally execute the maximum number of resulting action items, or rigorously track them until completed by the owner. • Strategic Research & Vetting: Conduct deep, nuanced research to identify and vet vendors, talent, partners, and personal services. Synthesize findings into clear, actionable recommendations for the CEO. • Communication Filtering: Act as the CEO’s Email Sentinel to hit Inbox Zero twice daily. Handle correspondence, draft communications, and produce a single, prioritized Daily Digest for the CEO. • Elite Travel & Logistics: Coordinate all travel arrangements, including flights, accommodations, and complex international itineraries. You are responsible for managing all moving pieces and ensuring seamless executive movement. • Operational & Financial Oversight: Manage the full lifecycle of vendors, track financial deadlines, assist with light financial audits, and organize necessary receipts and documentation. • Healthcare & Wellness Management: Handle personal wellness management, including scheduling fitness classes, coordinating healthcare appointments, and managing personal administrative tasks.

• Manage GM inbox: review inbound emails, categorise by priority, draft responses, and respond on behalf of the GM where appropriate. • Organise travel itineraries. • Create onboarding and offboarding checklists for staff. • Coordinate storage and organisation of business records and documentation. • Develop and maintain structured SOPs and system guides as part of training and knowledge documentation. • Liaise with suppliers via email regarding order placement, production timelines, and shipping deadlines. • Update internal project management boards to ensure visibility of supply chain progress. • Conduct daily system checks to ensure logins and integrations are functioning. • Perform basic data entry and Excel/Google Sheets manipulation (VLOOKUP, Pivot Tables, intermediate formulas). • Format reports in line with brand guidelines and fonts. • Assist in maintaining and improving system documentation and workflows.

• Manage complex scheduling, including internal and external meetings, calls, and events across multiple time zones. • Coordinate travel arrangements (domestic and international), including flights, accommodations, and ground transportation. • Support event planning for leadership meetings, board sessions, and special projects. • Anticipate the CEO’s needs and proactively resolve issues before they arise. • Provide day-to-day administrative support, including email management, document preparation, and follow-ups. • Maintain strict confidentiality while managing sensitive company and personal information. • Serve as a point of contact between the CEO and internal/external stakeholders. • Adapt seamlessly between multiple companies and business priorities, handling shifting demands with professionalism. • Be available during evenings or weekends when urgent CEO support is required. • Utilize technology and AI tools to improve efficiency and streamline workflows.