Teams at Geometric Wealth Advisors, LLC

Manage end-to-end client operational workflows including onboarding, account maintenance, and custodial communications. Maintain and enhance CRM workflows (PractiFi), update portfolio data (Orion), process client forms and e-signatures, coordinate with custodians (Charles Schwab), and continuously improve operations. Support recruiting and training on the Operations team and act as a reliable, service-oriented administrative partner for planners and advisors.