- Represent the technological agenda in staff meetings as well as when meeting with potential prospects- Maintain current knowledge of financial technology landscape and developments- Assess and analyze all technical programs used by Horter alongside our IT department- Meet with vendors to discuss potential relationship and integration- Minimize company costs by finding ways to increase productivity and reduce expenses- Take the initiative in thought leadership, innovation and creativity to improve our current technological offerings

- Work alongside the director of operations to help resolve problems that arise and manage day to day operations- Complete various tasks and projects ahead of executive management meetings to ensure that the executives have the resources they need to execute to the best of their abilities- Help address internal performance of employees and provide assistance to executive management in their decision-making processes- Utilize behavioral assessments to assist each individual when communicating and collaborating within their department

- Managed financial advisors' LinkedIn Sales Navigator profiles and helped them prepare for recruitment meetings- Monitored a data-sheet in Excel that tracked whom the advisor had sent recruitment messages to and whether the recruit responded or not.