Create time and focus for the CFO and CEO by owning administrative communications, scheduling, information preparation, and process follow-through so priorities move forward without the CFO & CEO serving as a daily bottleneck.
Establish and maintain effective meeting practices, including agendas, taking notes on behalf of leadership, action items, and follow-up tracking.
Proactively manage with a weekly capacity plan and protected time blocks for CFO for strategic work.
Meeting prep and follow-through are standardized: agendas, notes, and action items are captured and tracked to completion.
Triage email and messages by priority, draft and send responses using judgment and approved templates.
Manage email triage for both internal team and external client correspondence.
Serve as the first point of contact for internal and external communication through calls and emails
Monitor and triage email, messages, and calls by priority using established guidelines.
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