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