Support operational excellence by owning reporting and dashboards, improving CRM data quality, building Excel-based reports and Redtail workflows, auditing data, coordinating cross-functional projects, documenting SOPs, testing processes, and identifying automation opportunities to improve firm-wide operations.

Support lead and senior planners by preparing meetings, onboarding clients, mastering planning tools, owning recurring processes, conducting research, and delivering high-quality, detail-oriented planning support for ultra-high-net-worth clients in a fast-paced, remote multi-family office.