Client Associate / Executive Assistant

• The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives

• This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional services
• Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings
• Anticipate scheduling conflicts and proactively resolve them
• Expense & Budget Administration
• Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors
• Team Business Manager support
• Work with team management to plan, coordinate, and execute travel coordination for team members to meet with clients and attend events across the country
• Work with team management to train and onboard interns throughout the year to support team business needs
• Marketing & Digital Presence
• Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards
• Oversee website and LinkedIn presence, post timely updates and managing content calendars
• Events & Engagement
• Plan, coordinate, and execute client and team events from concept to completion
• Send out all client gifts and maintain inventory for client gifting
• Operations for daily client transactions