Allison Gran

Director of Administration

Lead team of 5 Office Administrators supporting an office of 20+ team members.

• Delegate tasks and monitor team productivity.
• Lead company and department training.
• Create and maintain department manual.
• Find and create efficiencies throughout office.
• Compliance reporting.

Director of Management Fees

• Calculate, collect, and reconcile management fees for $560M in Assets Under Management using BARS Billing.

Accounts Payable and Receivable

• Send invoices and statements for accounting, tax and financial planning services using Thomson Reuters.
• Collect and reconcile client payments.
• Reconcile monthly bank statements using QuickBooks

Administration

• Generate and distribute client Daily, Monthly, and Quarterly Reports
• Directly work with clients to fulfill account related requests and maintenance such as address updates or distribution requests.
• Support team with regular administrative tasks including paperwork, CRM maintenance and development, mail, research, and projects.
• Schedule client and staff appointments.
• Organize travel for outer office staff and company events.

Office Assistant

• Reconcile daily server sales
• Reconcile monthly reports
• Daily bank deposits

Host

• Answer phones and take reservations
• Greet guests and seat them at their tables
• assist in clearing and resetting tables

Server

• Take orders, clear plates, replenish food