- Provide comprehensive administrative support to executive and high-level advisors within the wealth management firm.- Manage and maintain executives' calendars, schedule appointments, and coordinate meetings, ensuring efficient time management and prioritization.- Prepare and edit correspondence, reports, presentations, and other documents as needed.- Maintain confidential client and company information, ensuring privacy and data security.- Assist in the preparation and coordination of client meetings, including assembling relevant materials, organizing logistics, and taking meeting minutes.- Manage and maintain filing systems, both electronic and physical, ensuring accurate and organized records.- Assist with the preparation and distribution of financial reports, investment summaries, and other documents for clients.- Demonstrate professionalism, discretion, and strong interpersonal skills in all interactions.

- Coordinate and manage virtual calendars for executives and team members, scheduling meetings, appointments, and virtual conferences.- Assist with data entry and database management to ensure accurate and up-to-date information.- Assist with gathering data and preparing materials for investor presentations and reports.- Utilize virtual collaboration tools and platforms to ensure seamless communication and coordination among team members.- Serve as support to marketing team with social media coordination, including LinkedIn, Facebook, and Instagram.

Started as the Volunteer + Events Intern, then moved to Coordinator position while they found a permanent Coordinator.