Key Responsibilities:

Presentation & Design:

Develop and maintain PowerPoint presentations that reflect consistent branding, formatting, and visual clarity. Integrate charts, graphs, and other visual elements from provided data to effectively communicate insights.

Website & CMS Management:

Update and manage website content on WordPress, ensuring company updates, quarterly numbers, and other information are accurate, visually appealing, and aligned with branding standards.

CRM & Database Management:

Maintain and leverage CRM systems (Salesforce, HubSpot, Zoho, or similar) for data entry, reporting, and analysis. Extract relevant data, generate reports, and provide actionable insights to support team decision-making.

Office Coordination:

• Plan and oversee office events, including holiday parties and team gatherings
• Manage office supplies and liaise with building management as needed
• Coordinate weekly grocery and snack runs for staff
• Ensure smooth daily operations and general office upkeep

Executive Support:

• Assist senior partners with scheduling, travel arrangements (personal and business), and general administrative tasks
• Support expense reporting, calendar management, and ad hoc requests

Miscellaneous Tasks:

Handle additional hands-on tasks and errands as required, demonstrating flexibility, professionalism, and a team-oriented approach