• Full executive support to President, CEO and business officers, including travel and calendar• Manage office-wide meeting calendar • Prepare reconciliation reports• Office Manager, building liaison, vendor management• Prepare investor presentations and deal books

Reconciled over 50+ bank accounts for a family office, including personal, investment, household-Assisted in preparing month-end closings-Corresponded with outside parties on different issues related to family office matters-Worked with President, Accounting Manager, and Tax Manager on various projects-Handled insurance matters related to personal/business matters

Schedule appointments and for Executive Director and Chief Operations OfficerScreen and process mail for Executive Director and COOScreen calls and appointment requests for ED and COOEditor, quarterly newsletterBoard Liaison: poll and schedule quarterly meetings and committee meetings; arrange food, draft minutes; prepare collateral materialResearch, writing for discrete projects, as benefits COO and EDLiaison with outside hired consultants for various OATS departments (such as staffing, development, design, photography)Reconcile ED expenses; arrange travel and hotel as neededEvents Management: schedule staff meetings, holiday parties, cultivation events Back-up for Information Management and Operations Officer as needed.