• Coordinate the migration to the commerce platform logic • Optimize all merchant-related services • Facilitate merchant workshops • Ensure structured communication with merchants

• Oversee the day-to-day operational functions of the practice, ensuring smooth processes and timely execution. • Lead adoption and management of practice management systems (e.g., MoneyGuide, CRM platforms, portfolio/trade tracking tools). • Ensure accurate processing of client-facing workflows, including account maintenance, money movement, and meeting preparation. • Monitor and improve operational processes that directly support advisor-client interactions. • Serve as a central resource for communication and accountability, ensuring tasks are completed and initiatives stay on track. • Assist with training and process rollouts, helping team members adapt to evolving systems and expectations. • Identify opportunities to improve the client and team experience through streamlined operations, automation, and best practices. • Maintain confidentiality, professionalism, and alignment with Ameriprise compliance and operational standards.

• Conduct outbound and inbound calls with truck drivers, fleet managers, and company staff. • Continuously update and manage ELD boards, keep in touch with LOAD boards, and staff members of our clients (Freight MCs). • Analyze driver logbooks and look for violations, disconnected driving, and malfunctions with the ELD. • Fill in the necessary missing information on the logbook (Notes, Shipping Docs, Certifications). • Conduct shrink and slide operations, allowing drivers to have more driving time.

• Monitor shipment status and location, performing communications with carriers, drivers, and internal staff to deliver accurate tracking information at every stage. • Continuously update and manage track & trace systems, maintain real-time visibility dashboards, or boards, and interface with client systems or load boards to keep everyone informed. • Track shipments from origin to destination, using tracking software and GPS. • Identify and address disruptions, such as delays, missing documentation, or carrier issues. • Collaborate with drivers, carriers, planners, or clients to resolve issues promptly and maintain service reliability. • Begin each shift by reviewing the status and location of all active shipments using tracking software and GPS. • Conduct regular check-ins and respond to inquiries from carriers, drivers, and internal teams. • Watch for potential disruptions, such as reported delays, unexpected route changes, or other red flags. • Immediately address any identified issues like delays or missing documentation. • Accurately log all communications, updates, and issue resolutions.