Responsible for managing all aspects of customer requested projects including planning, coordinating, and implementing projects within the decided upon budget, timeline, and scope. Effectively monitor and present project updates to relevant stakeholders, clients, and project team members. * Review project(s) proposal/plan to determine time frame, budget, procedures for accomplishing staffing requirements, and any other resources to ensure successful completion of a project(s).* Identify and qualify subcontractors and vendors for assigned scopes of work. * Analyze received bids; negotiate and award subcontracts and purchase orders. * Participate in design review meetings and reviews and monitors design with particular attention to scope, cost changes, and constructability. Responsible for tracking, project permits* Works with accounting to maintain subcontractor and vendor requirements for payment processing * Manage day-to-day operational aspects of a project/scope.* Coordinate the work scope of vendors and contractors.* Collaborate with all internal departments and vendors to ensure proper alignment to project strategy, budget, and objectives.* Track and control project schedule and associated costs to achieve completion of project within budget and timeline.* Ensure manufacturing is on schedule to meet the project schedule and communicate project status regularly to customers.* Work closely with the Director of Project Management to ensure projects meet expectations and report regularly on the quality and cost attributed to projects* Ensure proper administration of contracts and necessary permits and licenses.* Develop key relationships and enforce accountability with vendors and contractors* Develop a positive working relationship with all internal and external customers to facilitate a team-oriented atmosphere

•Institutional dollar trade processing/monitoring, report generation, investment account openings, interactions with transfer agent/custodian, performance reporting•Consultant Database Management-month end/quarter end data implementation utilizing eVestment/Omni platform.•Cross utilization among departments such as Fund Accounting, Investment Management, Compliance, and Marketing•Prioritize duties on a daily basis and vocalize where process improvements can be made•Instrumental in formulation of risk tolerance metrics for annual board meeting•Participant in various SWOT teams and ad hoc committees •Sharp, customer service for high level clients to accomplish their monetary objectives utilizing in place disciplines •Detailed in work and follow compliance regarding processing paperwork in order to stay protected•Report generation of monthly AML reports such as FinCEN and Watchdog•Contribute to and participate in best practice work to automate and streamline business •Ability to create collegial working relationships•Exceptional interpersonal and communication skills, both with internal and external clients•Willingness to seek out, accept and integrate constructive feedback from colleagues and clients•Adept at working with a variety of proprietary products through Bank of New York Mellon •Able to set clear, and achieve measurable objectives

• Liaison between advisor and home office, network office support team and clients • Ensure the maintenance of an efficient, organized office that allows the advisor to focus on building client relationships• Perform day-to-day operational procedures to support the investment advisory business including processing accounts, submission of new advisory and brokerage investment account paperwork related to IRA's and regular money market accounts, submission of investment account deposit and withdrawal requests. Complete and/or enter mutual fund orders in the clearing platform, from specific information provided by advisor• Maintain Advisor calendar and schedule new client meetings• Provide exemplary customer service through timely response to service requests• Prepare and process all paperwork needed for investment and insurance accounts• Follow insurance cases through underwriting and delivery• Provide account values and performance to clients at the direction of Advisor• Provide marketing support and follow up• Gather information for Advisor meetings with clients/prospects• Receive and forward checks and related paperwork to investment operations area• Maintain client files and client database• Strong attention to detail with the ability to work with a high degree of accuracy• Ability to establish instant credibility with clients and prospects• Superior written and oral communication skills• Ability to maintain a high degree of confidentiality• Ability to proactively identify what needs to be accomplished and take action • Ability to work both independently and in a team• Familiarity with Microsoft applications, CRM, NWM proprietary software

Various HR related duties

• Office Management• Onboarding/terminations of employees• Bookkeeping for the entertainment industry - writers, producers, talent, business owners