Serve as bridge between 4 partners (Corporate, Tax and Estate Planning) and their high net-worth clients to maximize time and productivityNavigate highly confidential client informationContinual and complex problem solving, multitasking and prioritizing to meet deadlinesManage extremely fluid calendarsTravel arrangements and expense reportsNotarize client documentsDeed recordings and various court filingsPrepare final estate planning bindersConflict checks, client intake and billingElite timekeeping

Serve as trusted gatekeeper to CFO (based in Los Angeles and Scottsdale)Provide 25% support to EVP of Human Resources (based in Los Angeles and New Jersey)Maximize CFO’s time by screening/handling/delegating as appropriateInterface and liaise with board members and global operating committee on highly confidential mattersManage CFO’s highly complex work and personal scheduleClose collaboration with CFO’s spouse on personal scheduling mattersComprehensive travel planning (domestic and international)Coordinate staff meeting agendas, minutes and action items follow-upCraft correspondence and respond to emails on behalf of CFOPrepare and edit quarterly and year-end PowerPoint presentationsPrepare and distribute quarterly and year-end board booksAudit expense reports for 18 global executives

Act as gatekeeper and extension of EVP, while working in Chairman’s suite in dual office locations (Westlake Village and Westwood)Maintain day-to-day flexibility to work with EVP in either location, based on Chairman’s preferenceDemonstrate utmost discretion, poise and confidentiality in all matters, internally and externallyManage complex and constantly changing schedule for both office locationsScreen and respond to EVP’s mail and e-mailPrepare daily competitors market update and stock history reportTrack and consolidate monthly operations reports

24/7 management of executive’s personal and professional scheduleMaintain utmost confidentiality and discretion at all times, at work and in the communityWork closely with the family office staff and personal assistants to successfully navigate family dynamicsContinual collaboration with household staff, aircraft hangar staff, pilots, yacht captains, property managers and executive protection team to ensure seamless travel and day to day engagementsComprehensive travel planning (domestic and international) via private aircraft, yacht, helicopter and multiple ground transportation vehiclesExtensive special event, vacation and adventure travel planning Liaise with prominent and high profile individuals in local and extended community on executive’s behalfArrange transportation, tickets and catering for (family owned) Orlando Magic team games, for executive, his family and friends Plan, organize, travel and assist with all aspects of a 3 generation family offsite meeting in Anguilla, including 30+ participants, speakers, special dinners, gifts, ice breaker events and recreational activitiesParticipate in monthly scheduling meetings with executive, his wife and staff, capture action items and ensure prompt executionCraft correspondence & respond to emails on behalf of executive

Manage highly complex (triple booked) calendarPrepare and compile meeting materials, and follow up on action items Prepare and edit PowerPoint presentationsManage team of three Administrative CoordinatorsAssist with hiring and onboarding process for new Medical Directors

Act as Gatekeeper to CEO, maintaining utmost discretion and confidentiality at all timesWork in tandem with 2nd assistant to ensure executive’s time is efficiently managedHighly complex travel arrangements (domestic and international)Manage CEO’s task list and track deadlinesMeeting preparation (research and pull bio’s, data, relevant materials)Craft correspondence and emails on behalf of CEOAudit and expense CEO's personal aircraft usageSecure and send unique gifts to business and personal associatesCoordinate charitable contributions

*Transferred with former boss from the Orlando Magic to his new role at the Cleveland BrownsAct as gatekeeper and right arm to VPInterface closely with local media, coaches, players and community business leaders on behalf of VPMaximize VP’s time by screening/handling/delegating as appropriateCoordinate and assist with charitable contributions and player appearancesAssist with press conferences and game day media check-in & credentialsManage highly complex calendarHandle extreme amount of media and community calls

Serve as gatekeeper to directorMaximize director’s time by Interfacing with internal and external executives and department heads on his behalf and screening/handling/delegating as appropriateAssist with press conferences and game night media check-in & credentialsAssist with charitable event donations and player appearancesManage director’s highly complex calendarSpecial event planning, including annual Black Tie and Tennies GalaManage internal United Way campaignCoordinate weekly staff meetings, take minutes and track action items