Administrative Assistant

• Manage and optimize the Leadership Team’s calendar, including scheduling, prioritizing meetings, and ensuring adequate preparation time and materials.
• Coordinate domestic and occasional international travel for the Leadership Team and other executives as needed.
• Prepare, edit, and manage correspondence, presentations, and reports with professionalism and accuracy.
• Plan and execute logistics for board meetings, leadership offsites, strategic partners (MSU) and internal company events.
• Support project coordination, tracking deliverables and timelines across departments as assigned.
• Handle confidential information with the utmost integrity and discretion.
• Serve as a liaison between the Leadership Team and internal/external stakeholders to ensure timely follow-up and communication.
• Continuously improve administrative processes, implementing structure and systems that enhance efficiency as the company scales.
• Support Financial activities including invoicing, bill pay and cash flow management.

Executive Administrative Assistant

Administrative Assistant – Part-Time

Investment Advisory Compliance Program Manager

Office Manager – Administrator

Administrative Assistant