• Budgeting personal expenses and income/expenses of privately used assets • Executing payments upon requests of Family Office (FO) staff and UBO via credit cards, personal and corporate bank accounts, crypto wallets, etc • Accurate accounting of personal expenses in ERP on a monthly basis • Reporting plan vs actuals for personal expenses and financial performance of privately used assets monthly not later than the 15th of the following month, and providing insights on deviations, any insights at UBO/CFO request • Limited control over the substance of expenses initiated by FO staff • Communication with contractors on agreements, payment for performed services, required documentation, and reconciliation of receivables/payables • Verification of advance reports of the Family Office staff working on privately used assets, allocation of expenses • Communication with the Family Office staff regarding the financial performance of privately used assets • Managing privately used means of payment (personal accounts, credit cards, assigned phones, crypto wallets, etc.) - maintaining sufficient limits for anticipated expenditure, tracking custody, etc • Control of the validity of notarized powers of attorney/bank cards/safe deposit boxes, organization of their prolongation, verification in banks, and similar documentation arrangements • Support for corporate treasury function in peak loads/absence (may include 1-2 business trips annually; • Improving the processes of personal expenses and privately used assets expenditure, accounting, and reporting (including ERP side, disbursement side, etc.) with target workload for those functions not exceeding 0.5 FTE (full-time equivalent) • Other management instructions.

• Conduct group and individual employee financial education meetings in English and Spanish • Serve as primary point of contact and lead financial education for plan participants • Provide prompt, courteous, and excellent service • Actively interact with clients and their employees to ensure we are delivering upon service expectations • Cross-sell all lines of business and services available at Wealthspire

• Handles support functions for client’s financial wellness program • Manages meeting input and tracks availability • Supports Financial Professionals with ongoing calendar of events • Produces promotional materials for scheduled events • Coordinates implementation calls and bi-weekly status calls

• Support client reporting requirements, including preparing protocol budget estimates and actual client spend schedules • Assist with the financial system setup for new customers, contract awards and pricing schedules • Prepare IRB invoices, review invoices for accuracy, distribute invoices, and perform other similar processes associated with the invoice-to-payments cycle • Prepare journal entries and updating of periodic financial close schedules • Respond to both internal business partner and external client inquiries • Preparation of periodic KPIs for management • Peer review of work performed by junior team members • Create ad hoc reporting as needed • Assist with acquisition related activities • Maintain databases to ensure data is up to date and accurate • Monitor shared mailbox; respond to invoice inquiries, credit memo requests, and fee schedule requests, etc. • Other duties as assigned