•Assisted Lead Advisor with client meetings. •Took notes for lead advisor during client interactions. •Prepared meeting materials ahead of review meetings. •Updated eMoney financial plans for clients. •Handled client communications for Lead Advisor. •Responsible for all office management tasks. •Inputted trades for advisors and clients. •Implemented streamlined client scheduling procedures that resulted in a 50% reduction in active scheduling time. •Processed all expense reports for all members of the San Jose branch using Concur. •Lead in billing $450 million worth of assets managed by the San Jose branch. •Main point of contact for over 260 households. •Coordinated with the home office to ensure that the San Jose branch's needs are met during the merger. (Acquired by Mariner Wealth Advisors) •Coordinated with advisors on meeting preparation, client onboarding, asset management, and client care. •Wrote and sent physical and electronic communications to clients on behalf of the president and the wealth advisor. •Managed both the president's and the wealth advisor's calendar. •Coordinated with vendors in-person, on the phone, and over email. •Lead in billing $340 million worth of assets under management on a quarterly basis. •Executed money movements with a high level of accuracy. •Managed all front office duties.