Provide high-level administrative and strategic support to the President & CEO, managing complex calendars, preparing Board and leadership materials, conducting research and data analysis, building dashboards and briefings, coordinating meetings and events, and maintaining confidential executive communications and processes.

Develop and maintain client relationships, recommend customized financial planning and investment solutions, support audit and compliance, manage client transactions and financial planning platforms, participate on the investment committee, generate new business via referrals and seminars, and assist with client service, training, and bank cross-referrals.