• Support the planning, execution, and coordination of VIP marketing campaigns, promotions, events, and operational initiatives. • Assist the VIP Marketing Projects Manager with project planning, timelines, deliverables, and cross-functional communication. • Track project milestones and provide regular status updates to leadership. • Prepare project documentation, reports, presentations, and Standard Operating Procedures (SOPs). • Coordinate operational logistics for VIP marketing initiatives and departmental projects. • Identify opportunities to improve operational workflows and recommend process enhancements. • Manage and maintain VIP operational data across Salesforce, Blackthorn, and Spoke Phone, ensuring data integrity and consistency. • Build, launch, and manage Salesforce campaigns supporting VIP communications, promotions, events, and marketing initiatives. • Conduct routine audits of CRM data to identify inconsistencies and maintain data quality. • Troubleshoot Salesforce-related issues, submit IT support tickets, and monitor resolution through completion. • Support system testing and implementation of new CRM functionality and operational enhancements. • Maintain documentation of CRM processes, workflows, and system updates. • Reconcile daily and monthly property comp reports, identifying discrepancies and communicating findings to Finance and Revenue teams. • Maintain accurate budget tracking reports and dashboards for leadership. • Assist with invoice tracking and reconciliation to ensure timely processing. • Partner with Finance to communicate budget variances and support forecasting efforts. • Track departmental budgets against forecasts, including event expenses, ticket allocations and ticket blocks, vendor invoices, one-off ticket requests, marketing, and operational expenditures. • Maintain and troubleshoot Slack workflows supporting VIP operations and internal communications. • Manage and maintain Zapier integrations and automated Slack notifications. • Update and maintain host contact tables that support Slack workflows and automated alerts. • Partner with Loyalty Operations to ensure shared contact tables remain accurate and operational. • Monitor workflow performance and proactively identify opportunities for automation and operational improvements. • Coordinate onboarding activities for new VIP team members under the direction of department leadership. • Support continuous improvements to the department's onboarding and intake process. • Assign learning paths and required training through Udemy Business or other Learning Management Systems. • Monitor training completion and distribute recurring compliance reports. • Partner with Learning & Development to maintain current training content and documentation. • Maintain onboarding guides, departmental documentation, and operational resources. • Support department reporting, audits, and operational initiatives. • Coordinate communication between stakeholders to ensure projects remain on schedule. • Assist leadership with special projects and operational initiatives as assigned. • Serve as a liaison between VIP Marketing and internal departments, including: Finance, Revenue Management, Loyalty, Information Technology, Learning & Development, Marketing.

• Manage D2C website orders and resolve warehouse issues. • Oversee B2B orders to retailers/wholesalers and ensure OTIF delivery. (Experience working with Target, Walmart, UNFI & KeHe a plus!) • Build strong relationships with customers and distributors, resolving operational issues and ensuring excellent service. • Lead operational execution across digital channels (Amazon, TikTok Shop, etc.) • Troubleshoot order and delivery issues for customers. • Partner with warehouses to support U.S. order flows. • Manage stock, reporting, reconciliations, and invoicing. • Support Marketing with buyer/influencer send-outs and events.

• Assist in identifying, validating, and processing mandatory and voluntary corporate action events, ensuring accurate and timely completion across client accounts • Distribute corporate action notifications to internal stakeholders and clients; respond to inquiries regarding upcoming or in-progress events • Support daily reconciliation of corporate action positions and entitlements against custodian and depository records to ensure data accuracy • Collect and submit client elections for voluntary corporate actions (e.g., rights offerings, tender offers, exchange offers) within required deadlines • Assist with calculating and verifying cash and stock entitlements resulting from corporate action events • Adhere to all relevant regulatory requirements and internal policies; support audit and regulatory inquiries as needed • Identify and escalate discrepancies, missing elections, or processing errors in a timely manner to mitigate risk and financial exposure • Prepare and maintain reports on corporate action events, processing status, and outstanding items for review by senior team members

• support day-to-day operations of custody and clearing services with a primary focus on Account transfers • process account transfers through multiple methods including ACATS, Non-ACATS, and direct transfers • aid in the remediation of transfer failures or errors • ensure compliance and correct supervisory oversight of the transfer process • engage in daily processes and project-oriented work to improve account transfers