• Own and manage the executive's calendar, balancing competing priorities while protecting strategic focus time • Coordinate meetings across multiple stakeholders and time zones • Anticipate scheduling conflicts and proactively resolve them • Prepare agendas, briefing materials, and supporting documentation before meetings • Ensure the executive is informed, prepared, and operating efficiently throughout each day • Utilize Fireflies or similar AI-powered meeting assistants to capture meeting transcripts • Convert discussions into concise summaries, action items, and executive briefs • Organize documentation and meeting records across internal systems • Track follow-ups, commitments, and deadlines to ensure timely completion • Drive accountability by following up with stakeholders on outstanding action items • Manage and prioritize incoming email communications • Draft professional correspondence on behalf of the executive • Identify urgent matters requiring immediate attention • Maintain a highly organized inbox and ensure timely responses • Support clear communication across internal teams, external partners, and leadership • Coordinate multiple operational initiatives simultaneously while tracking progress against deadlines • Maintain project trackers, timelines, and priority lists • Monitor milestones and proactively identify risks or blockers • Coordinate with cross-functional teams, vendors, consultants, and external partners • Prepare executive status updates, reports, and project summaries • Ensure action items remain on schedule and stakeholders remain aligned • Coordinate domestic travel arrangements, including flights, accommodations, transportation, and itineraries • Manage schedule changes and travel adjustments as needed • Maintain organized travel documentation and itineraries • Process and reconcile expense reports and receipts • Ensure compliance with company policies and reporting requirements • Support weekly planning, prioritization, and operational planning sessions • Organize documentation, trackers, and executive resources • Manage recurring administrative processes and reminders • Serve as a trusted operational partner for executive support and coordination • Continuously improve workflows and identify opportunities to increase operational efficiency

• Own calendar management, travel coordination, general operations, revenue tracking support, and RFP documentation • Book and manage flights, hotels, and ground transportation for the founder and team • Build detailed travel itineraries that account for time zones, meeting schedules, and logistics • Handle last-minute changes, cancellations, and rebooking efficiently • Own the founder's calendar end to end including scheduling, conflict resolution, and meeting preparation • Coordinate internal team meetings, external partner calls, and client engagements • Manage recurring operational tasks including office rent, internet and utilities, and vendor relationships • Oversee revenue tracking and ensure client invoices are accurate and sent on time • Research, compile, and fill out required information for RFP and RFI submissions • Maintain a library of reusable content and standard responses

• Manage and coordinate complex calendars and appointments • Schedule meetings, calls, and events across multiple time zones • Anticipate scheduling conflicts and proactively resolve them • Monitor and manage inboxes, including drafting and responding to emails • Prioritize communications and ensure timely follow-up • Serve as a liaison between clients and internal/external contacts • Prepare documents, presentations, and reports • Handle data entry, file organization, and record maintenance • Assist with project coordination and task tracking • Research and book travel arrangements (flights, hotels, transportation) • Create detailed itineraries and manage travel changes • Coordinate virtual and in-person meetings or events • Support day-to-day business operations • Conduct research and compile information as needed • Identify opportunities to improve processes and efficiency

• Answer patient calls, texts, and callbacks • Schedule appointments for multiple therapists • Verify insurance eligibility and benefits • Review and submit claims in SimplePractice • Support daily front-office operations and collaborate with the team