FREEDOM FAMILY OFFICE, OPC
• Relationship Manager • • Attend client meetings alongside advisors and strategists, capturing notes, decisions, and action items in real time. • • Own the action item log from every meeting: assign owners, set due dates, record everything in our CRM, and follow up until • each item is closed. Nothing leaves a meeting without a clear next step and a name attached to it. • • Serve as a secondary point of contact for clients on scheduling, status updates, and general coordination, escalating anything • substantive to the advisor or strategist on the account. • • Maintain CRM hygiene across all client records: accurate data entry, up-to-date task tracking, and clean pipeline stages. • • Identify opportunities to use AI tools to improve how the team prepares for, runs, and follows up on client meetings. • Executive Assistant to Noah Rosenfarb • • Own Noah’s inbox: triage daily, flag what needs his attention, draft responses, and keep the queue from backing up. • • Manage his calendar with precision: schedule meetings, protect focus time, resolve conflicts before they become problems, • and make sure he’s always prepared for what’s next. • • Handle ad hoc projects and requests assigned by Noah or delegated on his behalf by the team with diligence and timeliness. • • Actively look for ways to use AI tools to save Noah time, whether that’s drafting communications faster, summarizing • information, or eliminating repetitive tasks
FREEDOM FAMILY OFFICE, OPC
