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Job Title: Chief of Staff
 
Posted By: Sofia Ziegler
Reference ID: COS-3
Live In/Out: Live-Out
Industry: Executive
Job Type: Full Time
Location: New York City, NY US
Salary Offered: Competitive Salary, DOE
Potential For Bonus: Yes
Benefits: Full, non-contributory benefits package, effective after 90 days
Experience Req: 7-10+
 
Description:

Prominent New York City Company is seeking a proactive, organized, and detailed oriented Chief of Staff to assist with all aspects of financial family office. This position requires seamless management, high energy, and experienced professional with strong interpersonal and supervisory skills. This position consists of a Monday through Friday work schedule, roughly 8:30am-6:30pm, with overriding flexibility for longer hours and travelling in the tri-state area as needed upon request. This position requires a high energy, experience professional with strong interpersonal and supervisory skills. The ideal candidate must be willing and able to balance all moving parts without dropping the ball.

Job responsibilities include, but are not limited to:

• Handling all aspects of Office staff management; ensuring all work is completed thoroughly
• Accurate reviewing of bank, investment and budget reports, oversight of payroll, and various projects as needed
• Maintaining an open and effective communication with clients and their advisors
• Reviewing and assisting clients with tax records; facilitating tax returns
• Maintaining family partnerships, LLC’s, trusts and other entities
• Assisting in implementing appropriate procedures for seamless workflow
• Any additional tasks relating to Chief of Staff role as needed and upon request
 
 
Requirements:

• Strong command of English language; outstanding written and verbal skills
• Excellent references required from both current and previous employers
• Minimum 4-year degree from accredited college or university; Finance/Accounting Degree MAJOR PLUS
• Minimum 7 - 12+ years related experience working in a similar role(s) for a Family Office
• Ability to work alone or as part of a team in a fast-paced and/or finance environment preferred
• Financial background and basic accounting and tax law knowledge MAJOR PLUS
• Certified Public Accountant or other advanced degrees PREFERRED
• Exceptional organizational and time management skills; dedication to responsibilities; prioritization and efficiency
• Incredibly tech and computer savvy; proficiency in both Mac and PC systems using Microsoft Office, QuickBooks and Archway
• Providing 24/7 availability via email or phone on evenings and weekends
• Traveling within the Tri-state area required
• Polished, poised and professional in both mindset and manor; always use of utmost discretion
• Legally able to work within the United States
 
 
Keywords:
 
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