Capitol Family Office

• Coordinate and take action on client service requests • Process account openings, transfers, and custodial forms with precision • Handle client scheduling, reminders, and meeting logistics • Track follow-ups and ensure all client tasks are completed accurately and on time • Communicate directly with clients to complete tasks and service requests • Maintain organized digital files and CRM records (Redtail, ShareFile, etc.) • Handle e-signature workflows, document tracking, and custodial follow-ups • Use tools like Calendly, Emoney, and Zoom daily • Leverage AI tools to draft emails, organize data, and reduce friction in routine work • Manage partner calendars, follow-up tasks, and internal checklists • Communicate key updates and task statuses clearly and consistently • Step in to get things done quickly, without needing to be asked twice • Proactively identify what needs attention and take ownership