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- Organization including maintaining group schedules, coordinate calls and events, help track finance deliverables and keep track of key dates on calendar, materials for board meetings, items for audits, tax filings, etc.
- Presentations and Reports: maintain library of reports and analysis and take requests for data
- Work expertly in Google Suite & Excel Spreadsheets, creating charts and graphics to input in reports and analyses.
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- S&O:
- Personal work as needed for Executive and firm
- HR: legal templates for new hires, on boarding new hires, implement training guide, and liaise with vendors for recruiting needs
- Calendar and
- Ad hoc projects as needed
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Chief of Staff-Private Multi-Family Office-Hybrid - Darien, CT, United States - The Windfall
Description
The Windfall is partnering with a Private Multi-Family Office located in Darien, CT, who are seeking to hire an Entrepreneurial Minded Chief of Staff/Operations to support and grow the firm.
The company is rapidly growing, and the C-Suite needs a highly skilled and hungry candidate to manage the office, support their HNW clients, analysts, implement HR, be heavily involved in S&O, project management and much more.
This is a great opportunity for an incredibly smart and savvy candidate seeking a project heavy role The successful candidate will be highly organized, proficient in Excel, have extreme attention to detail, capable of learning new technologies quickly, be extremely discreet, confidential and will be excited about joining a growing company at the right time This is a hybrid role working in the office 2-4 days/week and WFH 1-3 days/week, daily hours are 8:30/9:00am-5:00pm and overtime is required based on the needs of the day.
Prepare Executive for meetings; draft documents; Travel: Coordinate travel, track relationship touch points, international and domestic travel arrangements both commercial and private, detailed itineraries, hotel, transportation and restaurant reservationsSpecial Projects:
Conduct research, develop policies, implement systems and procedures, and support cross-department collaboration
Time Management:
Examine Executive's and team's priorities regularly and strategically manage their calendars
-8+ years experience in an administrative role, preferably in financial services or a similar corporate environment
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