Responsible for providing operational, strategic and client-focussed strategy for Commercial Ventures. Primary responsibilities include: facilitation of business objectives in coordination with the Principal and Intermediary of the organization, development of sales and marketing strategy as well as ensuring a smooth, positive client experience for clients involved in the exit planning of their business.A highly kinetic role, requiring the ability to pivot to serve the unique needs of business owners, as well as a keen understanding of the complexities of exit planning and the ability to identify business and personal readiness.

Manage payroll, accounts payable (AP), and accounts receivable (AR), in addition to general administrative and marketing tasks. Support development of company website and sales tools.• Process and reconcile accounts, ensuring accurate payments and tax calculations.• Create website and sales design deliverables, establishing brand visual identity and voice.

Executed branch marketing strategies and supported go-to-market launches. Assisted in creation of brand deliverables and organized client events. Worked on market research projects and presented findings to senior leadership.

Worked in close collaboration with senior leadership in all areas of the business. Content creation, meeting coordination and management, inventory control, dissemination of critical and confidential information to appropriate stakeholders, calendar management for executives, and full administrative support to help the organization reach its strategic goals.

Responsible for full scale administrative support for CWB Wealth Management. Responsibilities include: account reconciliation, creation of RFP's, client service, and various marketing responsibilities.First point of contact for clients with account questions. Performed administrative support and reception functions for smooth and holistic client experiences.