This is a high-trust role for someone who enjoys bringing order to a busy environment, managing follow-ups, coordinating communication, and making sure details do not fall through the cracks.
The right person will help manage email, calendar, follow-ups, task tracking, light marketing coordination, and communication with internal team members, advisors, clients, vendors, and business partners.
This role is primarily virtual, with the possibility of occasional in-person meetings at our office when helpful.