Works collaboratively with Operations Team to facilitate the daily execution and implementation of administrative and operational support to the firm’s Financial Advisors, as well as new and existing clients. · Primary liaison between 1,000+ clients and third-party custodians, including Charles Schwab and Fidelity, to assist with account transactions and general questions. · Investigates and solves client requests within a timely manner, including, but not limited to onboarding new clients, coordinating client requests, money transfers, general account maintenance and processing confidential paperwork. · Completes daily administrative tasks and updates internal systems on a daily basis, including Salesforce and Tamarac reporting systems. · Creates and implements quarterly projects to maximize efficiency in internal systems and across internal teams. Special Projects/Acknowledgments · Top overall team performer completing 200+ client requests, with 10+ new client onboarding’s on a quarterly scale. · Investigated and led individual cross-team discussions to navigate and identify pain points to help improve internal efficiencies within, and across all teams. · Hosted cross-team Summit with all teams to share pain point findings and implemented new processes to streamline communication and technology platforms within, and across all teams. · Served one year on the Employee Advocacy Council to represent and advocate on behalf of the Operations team to address any opportunities for improvement within the firm and problem solve collaboratively across teams.

Build relationships with teachers, administrators, and other educational staff to assist in curriculum training and support for Adult Schools in the Bay Area region. Collaborate across all teams and departments in the US and Israel. · Managed 20 customer accounts with 200+ Adult Education teachers from San Francisco to South Monterey. · Planned and facilitated ongoing customer training and professional development around curriculum and teaching strategies from demonstration through implementation for customer success. · Maintained multiple sales pipelines and provided monthly reports on sales status and forecast revenue to ensure regional growth and sales. · Initiated and spearheaded the creation of the Burlington Monthly Newsletter for the state of California which then expanded to the entire country, resulting in a ~50% increase in customer engagement and knowledge of the Burlington product.

Designed, planned, and implemented curriculum, lesson plans, and educational programs for diverse learners in grades 1, 4, and 6 with a blended learning approach in-person and virtually, while fostering classroom community and producing 100% promotion rate. · Collaborated and coordinated with team members to plan and develop cross-curricular content, as well as align formative and summative assessments to bridge learning gaps. · Supported teachers in integrating 21st-century skills into their lessons and helped 40% of teachers increase their knowledge of blended learning integration. · Met with parents, guardians, and administrators to support and address behavior or academic concerns, resulting in overall performance improvements. · Tracked and analyzed data for all students across multiple platforms to personalize learning and inform instruction.