Executive Assistant to CEO

Executive Assistant to the CEO – Partner with the CEO to prioritize, manage, liaise and communicate on behalf of the CEO to allow him to optimize and organize his time.  Be a conduit for the CEO’s communication.

With offices in Greenwich, Connecticut and Dubai, United Arab Emirates, join a team that is enthusiastic and committed to helping families invest, maintain and grow their wealth by managing private and public funds, real estate, as well as providing critical services for wealthy international families with offices in the US and Dubai.

POSITION SUMMARY

The Executive Assistant to the CEO is responsible for providing comprehensive support to the CEO, Managing Member as well as the Senior Executive Officer and portfolio managers. This position requires the ability to anticipate needs, think critically and offer solutions with a high level of thoroughness and privacy.

This role is an Executive Assistant role and NOT A PERSONAL ASSISTANT ROLE.

PRIMARY RESPONSIBILITIES

Quality

• Perform work in a near-perfect, accurate manner to eliminate the need to redo work

Prioritize & Take Initiative

• Provide calendar management (including knowledge of time zone differences) for CEO Rank inquiries while using judgment to ensure a seamless day

• Schedule appointments

• Take the initiative to plan for what could go wrong and take steps to mitigate things that do go wrong

Manage & Confidentiality

• Manage your time to allow you to assist the CEO to manage his time

• Manage all information in a confidential manner

Administer

• Invoice clients. Prepare invoices and manage payments.

• Tax compliance, assuring taxes are prepared in a timely manner

• Must be proficient at the following:  Outlook, Zoom, bill payment systems.

• Book all travel and travel-related services, professional and personal.

• Administrative matters include procuring all items for the office such as printer paper, printer cartridges, beverages and snacks etc

• Prepare wire transfers and T & E management

• Must be well versed in Microsoft and Office Suite

• Send and receive wires and record in appropriate software

Analyze

• Create, edit and enhance Excel spreadsheets and PowerPoint/desktop publishing presentations

• Review contracts.  Edit and assist in wording

• Complete, edit and interpret subscription documents

• Complete Due Diligence Questionnaires with perfect accuracy

• Verify that items governed by investment regulations are conforming 

Communicate & Liaise:

• In oral and written communications, be clear and clarify that the issue, problem and message is completely understood 

• Write original letters and emails on behalf of the firm and CEO

• Know clients by name and treat them in a curated way so that they feel respected

• Possesses an elevated level of people IQ and emotional IQ in order to effectively deal with a diverse set of internal and external customers and clients 

• Respond to emails and phone calls to the CEO

• Liaison with IT outsourcing, accountant and legal advisors.

QUALIFICATIONS

• Five plus years partnering with a C-level executive

• Hold yourself to personal standards which are always far greater than any employer would expect

• People with whom you work often say that you just “get it”

• Robust written and verbal skills

• Detail-oriented with excellent organization skills.

• Ability to prioritize and manage the time of self and principals. Able to generate own tasks and conduct work in an independent fashion with low or remote supervision

• Capable of creating professional presentations and managing social media outreach. 

• Flexible, ability to change methods when necessary

• Ability to act with a proper level of urgency when the situation demands. Able to be discrete in handling confidential information and matters

• Professionalism when dealing with people from diverse backgrounds

• Prefer a basic accounting knowledge of accounting and bookkeeping capabilities and investment advisor compliance knowledge.

• Must be flexible with time, hours and working in different time zones 

• Excellent judgment

• Proficiency in several languages a plus, most notably, Arabic

WORK ENVIRONMENT

• Thrive in a family office and start-up environment. Ability to work well with different work styles.

• Love of working with families

BENEFITS

This position is an excellent opportunity for an initiative-taking person to take a pivotal role in an evolving business that is on the forefront of the industry. The compensation for this role is competitive. The starting salary is commensurate with the candidate’s experience.  The employee benefits are the same as the CEO’s.