• Identify and generate new leads using LinkedIn Sales Navigator. • Organize and structure LMS content into comprehensive leadership courses. • Design professional presentations, workbooks, and cheat sheets using Canva. • Manage LinkedIn social media presence, including scheduling, engagement, and graphic design. • Perform video editing for social media content and manage executive email and scheduling. • Provide high-level administrative support to senior executives with extreme accuracy.

• Provide daily administrative and organizational support to the founder. • Conduct AI-assisted research to develop polished presentations and proposals. • Maintain the company website using WordPress and Elementor Pro. • Develop test scripts and perform QA testing for client software and websites. • Manage LinkedIn social media outreach and engage in professional conversations. • Track projects and deadlines using Taiga. • Draft training materials, grant proposals, and technical documentation.

• Manage complex executive calendars, Zoom coordination, and meeting prioritization. • Speak directly with clients in English and Spanish to schedule financial evaluation meetings. • Handle confidential financial and compliance-related documentation with high discretion. • Maintain and update CRM systems and client tracking spreadsheets with high accuracy. • Prepare executive reports and documentation to support mortgage origination workflows. • Participate in weekly performance reviews and priority alignment meetings to track KPIs.

• Handle PNC calls daily, selling paid strategy sessions and managing initial scheduling and invoicing. • Confirm consultations by 3 PM the day before, collecting outstanding payments or removing unpaid appointments. • Prepare and send Retainer Agreements via MyCase, performing consistent follow-ups to ensure completion. • Process daily mail by scanning, saving to OneDrive, calendaring deadlines, and updating MyCase stages. • Manage financial tasks including weekly billing reconciliation, tracking payments in WF accounts, and recording transactions. • Prepare and send client questionnaires in MyCase and organize OneDrive folders for document uploads.