Wealth Enhancement | Marketing & Client Engagement
Digital Content Creation & Social Media Strategy
Create, edit, and publish short-form video content to communicate financial topics in an engaging and accessible way across TikTok, Instagram, Facebook, LinkedIn, and YouTube Shorts. From designing video cover graphics and writing captions to managing content calendars and scheduling posts, I help maintain a consistent brand presence across platforms. I also monitor content performance, including views, engagement, and audience retention, to identify trends and inform future content strategies.
Support the planning and execution of client-facing and firm events, coordinating with vendors and internal teams to manage logistics, timelines, and event details. Assist with preparations, on-site execution, and day-of coordination to ensure events run smoothly and deliver a professional, welcoming experience for clients and guests.
Client Relations & Office Operations
Event Planning & Coordination
Support the planning and execution of client-Serve as a first point of contact for clients and visitors, creating a welcoming and professional experience while supporting the day-to-day operations of the advisory team. Coordinate client appointments and advisor calendars, manage incoming communications, maintain Salesforce records, and assist with client onboarding and account servicing for a practice supporting 400+ households. I help ensure daily operations run smoothly while providing organized, attentive service to clients and internal teams. and firm events, coordinating with vendors and internal teams to manage logistics, timelines, and event details. Assist with preparations, on-site execution, and day-of coordination to ensure events run smoothly and deliver a professional, welcoming experience for clients and guests.