-Manage day-to-day operations for a branch office with 400+ households, ensuring high-quality servicedelivery and client satisfaction-Facilitate the processing of retirement solutions, including IRAs, 401(k) rollovers, and annuities,ensuring accuracy and compliance with regulatory requirements and company policies.-Provide administrative support to senior management, including calendar management, travelarrangements, and expense reporting.-Plan and implement monthly client education events at various local venues with 150+ invitees.-Preparing and editing correspondence, presentations, and reports, ensuring accuracy andprofessionalism.-Managing office operations, including supply inventory, equipment maintenance, and facilitycoordination.-Maintain compliance with SEC and industry regulations and company policies, ensuring adherence to standards and procedures for internal and external audits.