• Manage patient communication through WhatsApp and email, including inquiries, general questions, onboarding support, and follow-ups. • Collect and organize patient intake forms, consent forms, initial questionnaires, and other required onboarding documents. • Provide warm, professional, and timely communication to support patient experience, client conversion, and patient retention. • Schedule, reschedule, and manage patient appointments using the client’s online scheduling platform. • Coordinate post-visit follow-ups, lab test coordination, and patient instructions or reminders. • Manage medication and prescription requests by coordinating with the appropriate clinical team members and pharmacies. • Maintain, organize, and update patient records accurately and confidentially. • Support medical charting, history-taking, and records management as needed. • Help ensure timely patient communication, lab coordination, and safe handling of patient information. • Collect patient payments and assist with basic payment tracking. • Handle insurance-related tasks, including insurance verification, claims, and coding support, primarily for Hawaii operations. • Collate receipts and assist with basic bookkeeping tasks. • Schedule internal business meetings and manage calendars. • Organize and maintain Google Drive files and documents. • Provide general administrative and operational virtual assistant support. • Assist with administrative tasks for the client’s separate Hawaii-based business as needed.

• Answer incoming phone calls and manage high call volume • Handle patient inquiries professionally and efficiently • Conduct outbound calls • Serve as the first point of contact for patients through the Weave phone system • Escalate or route calls to the appropriate team members when necessary • Schedule, reschedule, and coordinate patient appointments • Send appointment reminders and follow-up communications • Manage patient messages, voicemails, and callback requests • Manage emails and calendars • Perform insurance verification • Process prior authorizations • Handle referral processing • Complete patient intake and registration • Perform general administrative and back-office support

• Manage administrative needs for Caremark Member & Clinical Ops executives and Senior leaders • Plan travel arrangements and handle travel expenses • Coordination of large onsite and offsite team meetings and events • Onboarding of new hires and offboarding of terminated employees • Monitor status of delegated items to ensure closure

• Administer complex trust accounts in accordance with the governing instrument and all applicable laws. • Provide leadership and guidance for Trust Officers and administration personnel • Monitor and execute post-death provisions • Approve and supervise the establishment of accounts with the trust company • Review Court Accountings and file with the appropriate Court