Administrative Assistant

• Serve as the primary point of contact for the CRO, managing communications, scheduling, and prioritizing tasks.
• Efficiently manage the CRO’s calendar, scheduling meetings, appointments, and travel arrangements while anticipating and resolving conflicts.
• Act as a liaison between the CRO and internal/external stakeholders, ensuring clear communication and timely responses.
• Coordinate and organize meetings, including preparation of agendas, materials, and meeting notes.
• Handle confidential information with discretion and professionalism.
• Create and manage sales reports and dashboards.
• Collaborate with other team members to coordinate company-wide initiatives and events.
• Assist with special projects, presentations, and ad-hoc requests as assigned by the CRO.

Administrative Coordinator, Sales & GTM

Administrative Assistant – Part-Time

Executive Administrative Assistant

Investment Advisory Compliance Program Manager

Office Manager – Administrator