• Manage and optimize complex executive calendars across time zones. • Anticipate conflicts and proactively resolve scheduling issues. • Protect executive focus by enforcing priorities and boundaries. • Manage executive inboxes with discretion and sound judgment. • Draft, respond to, and triage correspondence on behalf of executives. • Ensure urgent matters are surfaced promptly and appropriately. • Coordinate domestic and international travel end-to-end. • Prepare detailed itineraries and anticipate changes or disruptions. • Prepare meeting materials, agendas, presentations, and reports. • Track action items, deadlines, and follow-through across initiatives. • Create, document, and refine workflows to improve efficiency. • Identify tools and processes that reduce friction and increase clarity. • Conduct research on competitors, tools, vendors, and market trends. • Provide concise summaries to support executive decision-making. • Handle sensitive and confidential information with absolute integrity.

• Manage inbound customer communication. • Maintain our CRM (DripJobs). • Support back-office administration. • Help improve internal processes. • Answer inbound phone calls professionally and confidently. • Contact inbound leads using a provided sales script. • Schedule appointments and follow up with prospective customers. • Provide outstanding customer service while maintaining a friendly, professional demeanor. • Keep customer records accurate and up to date. • Monitor lead progression through the sales pipeline. • Learn the CRM in depth and become an internal expert on its features and automation capabilities. • Perform general administrative and data entry tasks. • Maintain Google Sheets and spreadsheets. • Update financial tracking spreadsheets (data entry only). • Organize business documentation and records. • Help document and create Standard Operating Procedures (SOPs). • Assist with improving administrative workflows. • Recommend operational improvements where appropriate. • Support project management and task tracking. • Utilize AI tools such as ChatGPT and other large language models (LLMs) to improve productivity. • Conduct research using AI. • Assist in creating documents, SOPs, templates, and internal processes with AI assistance. • Continuously learn new tools that improve efficiency.

• Research and identify properties that closely match buyer criteria. • Evaluate listings using judgment—not simply filtering by bedrooms and bathrooms. • Prepare curated property recommendations for review. • Draft client emails containing property recommendations. • Monitor the market and proactively surface new opportunities for active clients. • Help maintain consistent follow-up with warm and active buyer leads. • Create and improve internal workflows and operating procedures. • Build organized systems for recurring business processes. • Identify inefficiencies and recommend solutions. • Document SOPs (Standard Operating Procedures). • Help implement new operational ideas from concept through execution. • Organize Google Drive, documents, spreadsheets, and business information. • Prepare meeting materials and research. • Assist with CRM updates and database organization. • Manage recurring administrative projects. • Provide general executive support as business needs evolve. • Assist with light marketing coordination. • Conduct research for new initiatives. • Help coordinate marketing tasks (no advanced marketing expertise required).

• Process client disputes through the company's established workflow • Review client credit reports and supporting documentation • Prepare and submit dispute letters • Update dispute statuses within the CRM • Monitor client progress through each dispute round • Ensure disputes are processed accurately and efficiently • Maintain accurate client records within DisputeFox • Update notes, documentation, and dispute activity • Track client progress and processing status • Maintain organized electronic client files • Prioritize assigned dispute workload • Meet daily and weekly productivity goals • Follow established credit repair procedures and compliance requirements • Identify missing documentation or information requiring follow-up • Organize client documentation • Maintain accurate processing records • Support additional credit repair administrative tasks as assigned