Confidential Financial Services · 6 days ago
Chief of Staff
Confidential Financial Services is seeking a Chief of Staff to join the Office of the CEO. This role involves managing the CEO's workflow, preparing for meetings, and providing support in a fast-paced environment to ensure the CEO's priorities are met.
Financial Services
Responsibilities
Manage the CEO’s inbox: flag priorities, draft responses, and categorize urgent vs. non-urgent items
Draft professional, well-informed email replies, incorporating relevant context and details
Manage the CEO’s social media messaging and network
Ensure the CEO has all required materials and context in advance of meetings
Capture and communicate follow-up notes and action items from 1:1 meetings
Participate in select internal and external calls to document key discussions, track follow-ups, and identify priorities
Track inbound email interest into the marketing email to ensure timely responses from the CEO
Follow up with team members to close out outstanding items and ensure timely responses
Work closely with the Executive Assistant to prioritize meetings and commitments
Provide proactive and reactive updates to internal teams on key items
Follow up with internal teams to ensure tasks and requests are completed
Travel with the CEO when required to provide live support, continuity, and follow-through
Qualification
Required
5-7 years of professional experience in business operations, consulting, executive support, or a related field
Exceptional organizational and communication skills, with strong attention to detail
High level of discretion and professionalism in handling sensitive information
Ability to thrive in a fast-paced, around the clock, and dynamic environment with competing priorities
A proactive, resourceful problem-solver with strong writing and analytical skills
Preferred
Demonstrated interest in finance or FinTech
Company
Confidential Financial Services
Funding
Current Stage
Growth StageCompany data provided by crunchbase