Josephine Lawlor**

Josephine Lawlor**

Executive Administrator / Executive Assistant to Owner

Assistant with the primary responsibility of assisting the firm, clients and owner to facilitate and deliver excellent service and exceed expectations.

  • Supports the office functions and provides direct administrative assistant support to the firm owner
  • Review and prioritize owner’s calendar
  • Anticipate, prepare, compile and independently initiate materials for meetings and perform follow up as needed
  • Maintain confidentiality when preparing and processing transaction paperwork
  • Assist owner in preparing client reviews, seminars and client events
  • Day to day office management and providing service to our clients, prospects and vendors
  • Assist with all compliance related requirements
  • Annual analysis of clients required minimum distributions