Operations, Creative & Systems Coordinator at Bowie Financial Inc.

Managed day-to-day office operations; primary point of contact for clients, advisors, and internal teams. Coordinated scheduling, client communications, and front-office workflows to support ongoing advisory and tax operations. Developed and maintained documentation templates, client packages, and standardized workflows to support accurate and efficient processing. Led CRM migration, ongoing updates, and digital record organization to ensure client information was current, accessible, and complete. Supported tax-season operations, including appointment scheduling, invoicing, payment processing, and high-volume document organization during peak periods. Maintained and updated technology systems, including the company website, booking tools, email templates, and digital infrastructure. Created independently published branded client-facing communications, including graphics, basic video edits, reels, social media posts (Facebook, Instagram, YouTube), newsletters, and video thumbnails, sup