• Own and manage complex calendars across multiple time zones, balancing strategic priorities, internal leadership needs, and external commitments • Protect and actively promote the executive brand both inside the organization and with external stakeholders by helping them show up prepared and by communicating reschedules or reprioritizations in a way where the receivers still feel valued and important • Act as a steward of executive time and attention by evaluating needs and protecting space for strategic work and high priorities • Proactively prepare leaders for meetings, including agendas, background materials, talking points, and follow-ups to ensure that meeting time is spent wisely with high impact • Coordinate events with internal and external stakeholders • Coordinate logistics for meetings, offsites, board-related activities, and travel • Serve as a key point of contact between executives, senior leaders, board members, and external stakeholders • Track action items, commitments, travel arrangements, and expense reports, ensuring timely follow-through and accountability • Anticipate challenges, flag risks, and solve problems before they escalate • Handle sensitive and confidential information with the highest degree of discretion and professionalism • Support special projects and strategic initiatives as needed, adapting quickly to shifting priorities

• Front-End Patient Onboarding: Collect and verify new patient documents, including: - Driver’s licenses or government-issued IDs - Insurance information - Consent forms - Release of Information (ROI) forms - Coordinate onboarding for patients coming through Grow Therapy and Headway - Ensure all required documents are completed, uploaded, and properly stored - Follow up with patients regarding missing documentation • Email Management & Patient Communication: - Manage incoming emails and patient messages professionally and efficiently - Respond to patient inquiries in a timely manner - Utilize critical thinking rather than relying on excessive copying and pasting - Communicate through Spruce and other approved communication channels - Escalate clinical concerns appropriately when necessary • Scheduling & Appointment Management: - Schedule, reschedule, and confirm patient appointments - Maintain provider calendars accurately - Coordinate appointment requests across multiple platforms - Minimize scheduling conflicts and missed appointments • Additional Responsibilities (Future Implementation): - Medical billing support - Insurance verification and eligibility checks - Prior authorization processing - Lab order and fax coordination - Claims follow-up and revenue cycle support

• Manages projects on behalf of our clients, managing and meeting deadlines • Complete a variety of virtual assistant tasks including scheduling, emailing, lead conversion management, research projects, data entry, and many more different types of projects • Professionally communicate with clients and adjust to their changing priorities, needs, and deadlines using their business values and processes as a guiding principle

• Manage complex executive diaries and coordinate meetings across multiple time zones • Draft and manage correspondence on behalf of senior leaders • Prepare briefing packs, board reports, and presentation materials • Coordinate travel, accommodation, and itineraries • Act as a gatekeeper and primary point of contact for internal and external stakeholders