Jadie E.

Experienced Executive Assistant / Operations Professional

Hi, I’m Jadie, an experienced Executive Assistant & Operations Specialist with 13+ years supporting founders, executives, and leadership teams across industries. I specialize in helping leaders cut through the noise and clarify their vision, identifying organizational gaps, and building systems that take them from A to Z. Asking the right questions is my superpower, and it consistently leads to smarter decisions, smoother workflows, and better outcomes. 🔹 Core EA & Ops Capabilities -Calendar & email management -Meeting agenda creation, facilitation & follow-up -Invoicing, AR/AP support, and expense tracking -Project management setup -Recruiting & HR support -SOPs, process documentation, and team coordination -Research, presentation prep, and reporting 🔹 Tools & Systems -AI Calendar: Motion, Reclaim.ai -HRIS: ADP, Gusto -CRM & Marketing: HubSpot, MailChimp -Finance: QuickBooks Online/Desktop, Square, Shopify -PM & Automation: Asana, ClickUp, Monday.com, Notion, Trainual, Airtable -Communication & File Mgmt: Slack, Zoom, Dropbox, DocuSign, Canva, Loomly, Wix 🔹 Expertise in Financial Services I have experience as a Legal Compliance Analyst supporting RIAs and financial advisors, and I pair that with executive-level support tailored to advisory firms. This combination allows me to bridge compliance requirements with day-to-day operational efficiency. My background includes: -Compliance & documentation support for RIAs -Prospect vetting and intake management for new clients -Calendar & client review scheduling for advisors -CRM management (data entry, upkeep, reporting) to ensure accuracy and efficiency -Team and client communication workflows (prepping agendas, summaries, follow-ups) 🔹 Flat-Fee Services Available In addition to hourly support, I offer flat-fee projects for clients who want quick, structured solutions such as: -Achieve Inbox Zero: Gmail Clean-Up + Calendar Optimization → Clear email overload and restructure your schedule. -Smart Scheduling: Motion or Reclaim.ai Calendar Setup → Full setup of Reclaim.ai or Motion for automated task scheduling, meeting guardrails, and focus-time protection.