Teams at Merit Financial Advisors

Leads end-to-end investment asset transitions for acquired organizations, coordinating advisors, internal teams, technology partners, and vendors. Oversees portfolio mapping, investment data validation, quality controls, risk escalation, issue tracking, and client-sensitive implementation. Uses analytics and KPIs to measure transition accuracy, model adoption, exceptions, and post-transition outcomes. Develops repeatable playbooks, workflows, controls, reporting, and education programs to improve scalability and client experience.

Supports daily operations of a wealth management office by coordinating administrative workflows, greeting clients, managing calls and calendars, scheduling meetings in Salesforce, tracking action items, maintaining office facilities, coordinating vendors and technology needs, supporting compliance files, arranging events, and handling client gifts and special projects.

Coordinates strategic projects and business initiatives for senior leadership by managing schedules, meetings, project documentation, milestones, deliverables, risks, dependencies, and follow-up actions. Prepares executive presentations, dashboards, reports, and communications; supports calendars, travel arrangements, expenses, and document management. Facilitates cross-functional communication, maintains confidentiality, monitors compliance with project standards, and escalates concerns to leadership.