You will protect the owner’s time, keep sensitive client and firm information confidential, prepare polished materials, and serve as a calm, professional point of contact for clients, advisors, attorneys, CPAs, custodians, and vendors. You will protect the owner’s time, keep sensitive client and firm information confidential, prepare polished materials, and serve as a calm, professional point of contact for clients, advisors, attorneys, CPAs, custodians, and vendors.