Provide administrative support to the Office Manager and President: manage calendar, review bills, prepare deposit slips, compare invoices, arrange travel, track customer deposits/refunds, back up receiving/operate UPS, answer phones, and perform general office tasks requiring discretion and strong organization.

Provide day-to-day operational support for wealth advisors, manage client communications and onboarding, coordinate events and marketing logistics, maintain compliance and documentation, and track case progress to ensure timely paperwork and excellent client service.