• Respond to leads, invite them to webinars, and follow up for course enrollment. • Manage webinar schedules, coordinate meeting arrangements, and ensure timely communication with clients and leads. • Oversee the executive’s email inbox, ensuring important messages are flagged, responded to, or delegated as needed. • Post weekly updates on social media using pre-made content templates (no design skills required). • Assist with on-demand sales tasks, preparing proposals, estimates, and assisting in client follow-ups. • Track and organize leads and sales data, preparing reports for review. • Assist with miscellaneous administrative and operational tasks as needed, including managing documentation and calendar management.

• Manage the end-to-end property marketing process, including creating, publishing, and maintaining listings across online platforms; ensure listing accuracy for pricing, availability, and status. • Coordinate photography, videography, and floor plans to support professional-quality listing presentations. • Create and coordinate marketing collateral (flyers, email campaigns, social media content) and collaborate with external designers/printers as needed; maintain consistent branding across public-facing materials. • Draft and prepare Letters of Intent (LOIs) and support leasing/transaction coordination by organizing documentation and facilitating communication among attorneys, brokers, and clients. • Track leads and deal progress from inquiry through signed lease; ensure timely follow-up to advance deals. • Manage and improve CRM workflows and automations; maintain accurate data entry for leads, contacts, and deal stages. • Generate and share reports on leads, conversions, pipeline status, and task lists; provide regular updates on listings, leads, and active deals; identify and implement process improvements. • Handle email communications with clients, brokers, and vendors; draft polished responses, route/flag urgent items, and follow up on unanswered messages.

• Calendar Management: Strategically organize, prioritize, and maintain the CEO’s schedule to maximize productivity and minimize conflicts. • Meeting Coordination: Prepare agendas, manage meeting logistics, and document Minutes of the Meeting (MOM) and follow-ups through Microsoft Teams (HIPAA-compliant). • Task & Project Tracking: Maintain and monitor to-dos and ensure timely completion of all action items. • Communication Oversight: Draft, proofread, and manage correspondence with professionalism and accuracy. • Operational Support: Handle day-to-day administrative tasks, scheduling requests, and information flow between internal and external stakeholders. • Follow-Through: Anticipate needs, track commitments, and ensure deliverables are completed on time. • System Efficiency: Utilize technology tools to streamline processes and improve coordination.

• Support a financial advisory practice serving high-net-worth individuals • Handle investment operations and client account maintenance • Provide executive-level administrative support for the CEO • Focus on obtaining and tracking client tax documents such as K-1s and 1099s • Support alternative investment maintenance and client onboarding processes • Manage CEO’s calendar and email inbox with precision • Prepare materials for client review meetings and investor calls • Maintain accurate records in Salesforce and Outlook