• Manage the Owner's calendar, meetings, priorities, and daily workflow. • Prepare agendas, meeting notes, reports, and follow-up action items. • Organize digital files, project documentation, and shared resources. • Support scheduling and coordination across multiple departments. • Assist with tracking operational KPIs, case pipeline metrics, and departmental initiatives. • Support audits of case files, intake processes, and internal compliance procedures. • Coordinate communication between consulting clients, attorneys, and internal teams. • Assist with vendor coordination and operational follow-up. • Monitor operational projects, SOP updates, technology implementations, and training initiatives. • Track deadlines and ensure assigned tasks are completed on time. • Support the preparation of training materials, documentation, and internal resources. • Identify opportunities to improve workflows and operational efficiency. • Draft professional emails, internal communications, and executive correspondence. • Maintain confidentiality while handling sensitive legal and operational information. • Foster effective collaboration across departments.

• Manage the Owner's calendar, meetings, priorities, and daily workflow. • Prepare agendas, meeting notes, reports, and follow-up action items. • Organize digital files, project documentation, and shared resources. • Support scheduling and coordination across multiple departments. • Assist with tracking operational KPIs, case pipeline metrics, and departmental initiatives. • Support audits of case files, intake processes, and internal compliance procedures. • Coordinate communication between consulting clients, attorneys, and internal teams. • Assist with vendor coordination and operational follow-up. • Monitor operational projects, SOP updates, technology implementations, and training initiatives. • Track deadlines and ensure assigned tasks are completed on time. • Support the preparation of training materials, documentation, and internal resources. • Identify opportunities to improve workflows and operational efficiency. • Draft professional emails, internal communications, and executive correspondence. • Coordinate communication between leadership, attorneys, paralegals, intake specialists, and administrative staff. • Maintain confidentiality while handling sensitive legal and operational information. • Foster effective collaboration across departments.

• Manage executive calendars, scheduling, and meeting coordination. • Handle high-volume communications across email, Slack, and other collaboration platforms. • Coordinate meetings with founders, investors, partners, and community members. • Support planning and execution of exclusive events, including logistics, vendors, speakers, and attendee communications. • Maintain strong relationships through professional and timely communication. • Document workflows, operational processes, and internal playbooks. • Maintain and organize systems such as Notion, CRM platforms, and internal databases. • Improve operational efficiency by identifying opportunities for process optimization and automation. • Assist with project coordination, follow-ups, and execution across multiple initiatives. • Help implement scalable systems that enhance member experience and internal operations. • Explore and leverage AI tools and workflow automation solutions to improve productivity.

• Prepares and assembles medical record documentation/charts for physician • Ensures medical record compliance by self-documentation attestation • Updates patient history, physical exam, and other pertinent health information in the patient • Prepares and sends all documentation to physician for review and approval via authentication of detailed data entry and facility-specific procedures • Monitors the duration of basic lab results and screening procedures • Complies with hospital and medical facility policies, including those relating to HIPAA and Joint Commission • Performs other clerical duties and tasks to improve provider productivity and clinic workflow as assigned • Demonstrate understanding necessary to assess, review and apply criteria