•Act as a liaison between Branch Management and various internal and external business partners along with point of contact for technology projects, migration, equipment installs/replacements•Perform administrative functions for Branch Management team, including telephone coverage, business travel, coordination of internal and external meeting and events.•Serve as point person for the Branch employees, including benefits/enrollments, registration/licensing and assist with communication around policy and updates as it relates to HR and Registration items. •Provide administrative support for HR processes (I-9, New Hire and Termination paperwork).•Responsible for office management such as, assisting in business continuity planning, ordering business cards and stationery, office supplies and acting as point of contact for facilities management.•Maintain and review Branch finance and expense management information. •Prepare ENC and T&Es request to ensure compliance with firm policy and utilizing online business systems, such as Aribra, SMAART and Concur. •Conduct and facilitate ad hoc projects, training and events for the branch as necessary.•Engage in available training and education programs to maintain current status on policies, procedures and risk awareness.•Responsible for providing overall administrative support for the branch including assisting the Branch Manager in connection with matters affecting the Financial Advisors, Support Staff and Branch facilities

• Provide high level executive administrative support that involves discretion and diplomacy in the daily operations of the Executive Office including, but not limited to, preparation of reports and memoranda and related confidential materials.• Direct liaison between the Board of Directors, Managing Directors and senior management.• Assist Board of Directors and Managing Partners in scheduling meetings and answering general queries from all members. • Coordinate and schedule internal/external meetings and business travel, and manage information requests for the Managing Partners, Partners and Vice President.• Compile, edit and finalize management presentations and financial reports prior to meetings.• Manage the Managing Partner’s/Partners/Associates day-to-day schedules to ensure effective time management of executive staff. • Plan, create and manage extensive travel schedules to include international and domestic airline bookings, accommodations and car reservations. • Responsible for accurate and timely preparation and submitting of expenses reports.

• Assist three producers with their daily client management; resolve difficult policy issues utilizing comprehensive background of product knowledge and understanding of internal systems.• Independently prepare proposals for client meetings, including running illustrations and product comparisons.• Provide new business support to ensure efficient underwriting processing which includes ordering medical exams and medical records. • Assist Agent with the implementation of marketing programs, special initiatives, and other lead generating programs.• Develop new or revise existing processes and other operating arrangements to ensure cost efficiency and time management. • Act as liaison between agents, agent support and producer for all joint business• Responsible for coordinating all appointments, seminars, speaking engagements & travel.

• Solely manage day to day servicing for MetLife’s top producer in the US, initiating and managing all underwriting for new insurance policies, all investment account openings and addressing all client service issues for 600+ high net worth clients with a total net worth of over $1 million dollars.• Effectively and independently prioritize case management (average 60 open cases), working with internal and external business partners to ensure the highest level of service. • Coordinate all appointments, seminars, speaking engagements, & travel. • Liaison between agents, agent support and producer for all joint business.• Utilize a variety of financial software packages and Microsoft Office to prepare for client meetings, including proposals, illustrations, reports and client reviews.• Investigate and resolve complex servicing issues, leveraging in-depth product knowledge and understanding of internal processes.• Manage junior associate’s workload and personal performance by training them on all processes, procedures and products, identifying goals, objectives and expected results and providing ongoing feedback and formal performance review.• Maintain Agent’s NASD, state licensing, Enterprise appointments and continuing education.