Manages executive administrative support and office operations, including calendars, meetings, events, facilities, vendors, purchasing, budgets, records, mail, onboarding, and confidential information. Coordinates special projects, improves workflows, supports insurance-related administrative inquiries, and serves as a central liaison for executives, employees, clients, vendors, and partners. Requires sound judgment, discretion, organization, strong communication, and independent problem-solving. Public notary commissioning and a background check are required.

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.