Greet clients, handle phone calls, complete administrative tasks, manage office supplies, prepare client correspondence, support events, maintain a presentation-ready office, and handle miscellaneous tasks for financial advisors.

Consult as a fractional Office Manager for hedge funds, private equity firms, and family offices. Improve operational processes, create and execute monthly action plans, diagnose roadblocks, break goals into actionable steps, implement policies and controls, evaluate progress via KPIs, and maintain detailed consulting records while providing implementation resources.

Manage customer communications, schedule estimators and jobs, track employee hours and job purchases, maintain inventory and marketing materials, assist with invoicing, support estimators with materials/pricing, and help maintain social media and email outreach.