Provide proactive support on inbox and calendar management, including handling a high-volume, complex email inbox, ghostwriting select communications, and managing a dynamic schedule.

Coordinate and execute domestic and international travel, periodically across multiple time zones.

Own data entry, tracking, and coordination for various initiatives, including maintaining contacts in Outlook and Salesforce, logging prospect and client interactions, tracking team action items and ideas, and documenting introductions across the network.

Oversee logistics for mass outreach efforts such as marketing campaigns, holiday card and gift mailings, and other broad communications.

Build, refine, and maintain systems that enhance the efficiency and effectiveness of administrative processes.

Manage the team’s expense reporting process, including gathering receipts and submitting monthly reports for the firm’s Partner / Co-Founder via Concur.

Partner with the MTA Team to create, improve, and implement new systems and operational processes.

Handle compliance-related tasks and gift tracking on behalf of the firm’s Partner / Co-Founder.

Demonstrate timely responsiveness outside of traditional business hours, as needed.

Independently manage, prioritize, and execute tasks with minimal oversight.