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