Senior Client Service Associate / Executive Assistant

Act as the CEO’s right hand and oversee critical business operations. This is a high-impact, non-traditional assistant role designed for a tech-savvy operator who excels in a fast-paced startup or financial environment. You will lead internal workflows, manage cross-functional initiatives, facilitate company-wide meetings, and implement technology and automation solutions to drive efficiency. Key responsibilities include client service, advisor support, internal operations, team coordination and technology & automation. You'll prepare client documentation and transactions, manage client accounts and fund transfers, generate billing reports, troubleshoot client issues and manage inquiries, schedule meetings, manage calendars, and coordinate logistics. You will also gather and organize client data, input data in financial planning software, create presentation materials, attend client meetings and document and enforce internal processes across HR, compliance, and vendors.