Responsibilities

The Operations Associate will monitor multiple team email inboxes to ensure all incoming messages are read, tracked, and responded to promptly, flag urgent emails, organize follow-ups, and draft replies for team review. They will also send client-facing emails, track and follow up on open client items, prepare and update engagement letters, maintain and organize client lists and folders, create and update client records, assist in collecting and uploading client documents, maintain naming conventions and documentation standards, help document standard operating procedures, support special projects, and assist in research, data entry, or spreadsheet maintenance.