Nardello & Co.

Executive Assistant

• Manage and optimize the Office Head’s schedule and calendar.
• Prepare agendas, distribute preparatory materials, and document meeting outcomes with follow-up tracking.
• Collaborate with Finance and Business Development & Marketing teams to prepare monthly New York Office update reports.
• Coordinate execution of the New York Office business plan, to include tracking client outreach and managing thought leadership projects.
• Maintain accurate contact lists and oversee conflict checks and client intake process for the Office Head.
• Create and manage CRM records related to opportunities, proposals, and active matters.
• Support case management tasks for the New York team, tracking budgets, work-in-progress (WIP), staffing, and deadlines.
• Prepare weekly reports of the team’s active matters, utilization levels, accounts receivable, and financial updates and flag items requiring the Office Head’s attention.
• Plan, budget, and execute staff and client events, and client gifting and acknowledgement activities, in coordination with Operations and Business Development & Marketing teams.