Operations and Executive Support Lead - Potential for Hybrid Work

Manage day-to-day office operations for the Retirement and Private Wealth team, including overseeing the office manager, coordinating with auditors for annual compliance audits, and maintaining a clean, stocked work environment. Provide high-level executive support to the Managing Director by scheduling meetings, managing calendars, prioritizing communications, and preparing reports and presentations. Lead the client onboarding process from intake to issuance, coordinate vendor relationships, and facilitate information flow between executives, clients, and brokers. Handle employee lifecycle documentation, troubleshoot office issues, and ensure accurate data maintenance in the internal database.