- Manage inbound and outbound communication across WhatsApp, email, and Slack, and track threads and follow-ups.
- Draft professional messages on behalf of Partners and escalate time-sensitive or high-risk items.
- Own end-to-end scheduling for client, lender, and internal meetings, coordinating across time zones.
- Prepare Partners with agendas, meeting links, and required materials.
- Prepare and refine meeting decks, pitch materials, and presentations for clients, lenders, and internal meetings.
- Maintain accurate CRM contacts, notes, activities, and follow-ups, and log communication and meeting outcomes.
- Track Partners’ weekly priorities, owners, and deadlines.
- Convert meeting outcomes into actionable next steps and follow up to keep work moving.
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