• Complete daily brokerage operations exception reports including unreconciled activity, margin, corporate actions, etc. • Conduct quality control reviews and regulatory document delivery reconciliation • Perform cashiering duties including verification of incoming wires, checks, ACHs and process withdrawal requests • Provide ongoing account maintenance and review of new and existing account activity for risk mitigation related to AML • Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers • Certain in office tasks as the business requires

• Manage multiple-fluid projects simultaneously and direct the day-to-day workflow of creative, account, and production teams, keeping track of granular details and ensuring projects move efficiently through all production phases. • Develop comprehensive project timelines, milestones, and daily to-do lists, constantly tracking progress to prevent missed deadlines. Proactively problem-solve to navigate schedule shifts, scope changes, and unexpected roadblocks. • Monitor the bandwidth and availability of designers, copywriters, and developers to avoid team burnout or overbooking. Contribute to annual planning, representing the team’s capacity and constraints. Efficiently source creative freelancers for work overflow. • Lead regular status meetings (e.g. daily stand-ups or weekly check-ins) to align teams and share project updates. • Serve as the central communication hub between account managers, project managers, and creative staff to clarify requirements and solve bottlenecks. Demonstrates strong diplomacy to manage competing demands from different department leads. • Maintain and ensure adherence by all to all core standard operating procedures. • Support and maintain processes and systems that lead to client and agency success. • Stay current and relevant on project, traffic, and resource management best practices. • Develop KPIs and prepare reports to measure progress and performance.

• Support sales leadership and operations. • Evaluate and qualify inbound leads and route them appropriately. • Schedule and organize meetings for the sales team. • Gather pre-sale account insights. • Maintain HubSpot data quality, workflows, dashboards, and reporting. • Maintain pipeline hygiene and surface reporting that helps the team and leadership see what’s moving. • Map sales and sales-support workflows and solve for process bottlenecks. • Design, build, and maintain automations that reduce manual effort. • Help teams leverage AI to improve productivity and reduce administrative work.

• Own the day-to-day administration and accuracy of Bottom Line’s Learning Management System (GoFarHub) • Manage systems for tracking training completion, participation, and compliance across the organization • Ensure staff training assignments in GoFarHub align with ADP records and role requirements • Build and maintain dashboards and reports that clearly show training progress, completion rates, and gaps • Monitor system usage and engagement data to identify trends and recommend improvements to system effectiveness • Analyze training completion data, assessment results, and learner engagement to identify where staff struggle or disengage • Regularly share training completion data and insights with Training & Learning leadership, HR, and department leaders • Flag and escalate compliance risks and partner with managers and HR to support follow-up and accountability • Troubleshoot system issues and collaborate with the Product Team to implement updates and improvements • Ensure staff and managers receive clear, consistent communication about training expectations, deadlines, and progress • Identify patterns in training data, systems usage, and project execution to surface insights and recommend operational improvements • Support continuous improvement of training operations by strengthening processes, documentation, and cross-team visibility • Coach team staff and people managers on how to interpret training data and apply best practices to address low completion, engagement gaps, or compliance risks • Support the implementation and ongoing management of the Training & Learning team’s evaluation framework, including tracking defined success metrics for trainings (completion, comprehension, satisfaction, and application) • Create, distribute, and manage evaluation tools such as training feedback surveys, assessments, and post-training follow-ups • Review and analyze training feedback survey responses to identify strengths, gaps, and opportunities for improvement • Synthesize quantitative and qualitative data into actionable insights and operational recommendations for the Training & Learning team • Identify patterns across training data and feedback to surface operational trends and areas for improvement • Implement processes for regularly reviewing and updating trainings based on evaluation findings and established team priorities • Partner with training content owners and SMEs to support the execution of improvements informed by evaluation data • Ensure evaluation practices are implemented consistently and reliably across trainings and initiatives • Maintain dashboards, reporting tools, and tracking systems related to training evaluation efforts • Lead project management for Training & Learning initiatives, ensuring projects are well-organized, on track, and completed on time • Develop and maintain clear project plans, timelines, and trackers for key initiatives • Coordinate across departments to gather inputs, align stakeholders, and move work forward • Facilitate meetings, track milestones, and communicate progress updates to stakeholders • Support pilot programs and new initiatives by ensuring strong operational execution • Identify process gaps during project execution and suggest practical improvements • Manage operational coordination of training and onboarding activities for new site launches in partnership with the Director of New Sites • Develop and maintain onboarding trackers, timelines, and documentation to ensure readiness milestones are met • Coordinate with subject matter experts to ensure training content and onboarding materials are delivered effectively • Track onboarding completion and gather feedback to improve future launch processes • Partner with the Director of New Sites to support evaluation of onboarding and training effectiveness for new site launches, including analyzing training completion rates and feedback data • Document lessons learned and contribute to improving repeatable onboarding systems • Support logistics and coordination for training programs as needed (e.g., scheduling, session setup, communication) • Maintain clear documentation of processes, workflows, and operational practices • Ensure consistency and follow-through across Training & Learning operations • Duties, responsibilities, and activities may change at any time with or without advanced notice.