Chief of Staff , Senior EA to CEO , Wealth Management Firm

SALARY: 85-110K

The Company

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.

The role

Our client is looking for a hands-on Chief of Staff / Senior EA to CEO who is familiar with working for a Wealth Management firm with high standards and expectations. The successful candidate will play an instrumental part in uniting teams across the business to get everyone working towards a common goal – aligning the strategic vision of the Wealth Management company.

The Chief of Staff / Senior EA to CEO will work closely with the CEO and Executive Assistant as well as other team members playing a vital role in streamlining operations, driving organisational priorities, and supporting the overall effectiveness of the Executive leadership team of the function.

This role will suit a tenacious individual who is proactive. The role will be looking after the CEO’s action list and making sure that the committee and senior executive actions are managed accordingly and driven forward.

The Chief of Staff / Senior EA to CEO will have management responsibilities in this role.

The Chief of Staff / Senior EA to CEO is to help co-ordinate and manage preparation of agendas, presentations (including Powerpoint slides), recording and follow up of actions, track and monitor delivery of goals, cascade information, co-ordinate information requests and other support required.

The Chief of Staff / Senior EA to CEO will confidently work in conjunction with the Wealth Management business Leadership team, prepare strategic or operational notes and presentations for various audiences across the business. Ensuring timely execution and delivery of key projects by managing resources, timelines and stakeholders.

The Candidate

Senior Business Management / Chief of Staff / Senior EA to CEO experience – ideally within an Investment Management firm but certainly Financial Services.

Program/Project management experience.

Experience working with multiple functions in a matrix organisation

Advanced level of analysis and synthesis skills

Excellent Excel and Powerpoint experience.

Delivery orientation with the ability to learn and embrace continuous improvement in processes and implementation approach

Highly effective communication skills, with the ability to manage senior stakeholders with flexibility in style

Proactive mindset, anticipating needs and actions