Designs, implements, governs, and optimizes enterprise Microsoft 365 collaboration platforms, including Teams, SharePoint Online, OneDrive, Purview, and Copilot. Establishes architecture standards, configuration playbooks, data classification and labeling practices, licensing strategies, and migration plans for on-premises file shares. Partners with executives, legal stakeholders, and IT leadership to implement the firm’s M365 strategy in a regulated environment.

Provide comprehensive administrative support to attorneys in a Private Wealth Planning practice: schedule and manage client execution meetings, handle billing/time-entry, maintain document and filing systems, draft routine correspondence, arrange travel/calendars, and deliver high-quality client service.