calendar
needed. 4. Meeting Coordination: Arrange and coordinate meetings, conferences, and events for the CEO, including
procedures, and escalate operational needs.
client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management
etc.
Assisting Financial Planners at client events.
Function as a primary point of contact for
client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management management etc. Assisting Financial Planners at client events. Function as a primary point of contact for clients
client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management management etc. Assisting Financial Planners at client events. Function as a primary point of contact for clients
· Obtain and manage quotes from suppliers. · Coordinate and manage filing systems, both physical and marketing materials and presentations. · Schedule and coordinate meetings and appointments. · Perform general
· Obtain and manage quotes from suppliers. · Coordinate and manage filing systems, both physical and marketing materials and presentations. · Schedule and coordinate meetings and appointments. · Perform general
ownership, coordinate, and manage the project's document management system, Control, coordinate and distribute