Chief of Staff - New Office in Jupiter, Florida!

Jupiter, Florida
Date Posted June 10, 2021
Category Administrative
Job Type Direct Hire


Our client is a premiere strategic financial advisory firm serving an impressive roster of high-net-worth individuals, corporations, non-profits, and foundations. They are opening a brand-new office in Jupiter, Florida and are hiring an experienced Chief of Staff for the new office. This position is on-site and in-person.


Bring strong project management and presentation skills to support the COO and the company's Leadership and Client Teams.

  • Assist in the opening of the company's brand new office in Jupiter, Florida.
  • Track and coordinate priorities to support timely execution of ideas and projects.
  • Lead cross-departmental and client relationship management.
  • Ensure service quality through CRM tool, databases, notes, and client account plans.
  • Correspondence Management and Administrative task in support of and on behalf of the COO.
  • Provide full-service coordination of meetings.
  • Oversee all parts of business travel arrangements.
  • Database and File maintenance and ongoing organization.
  • Collaborate with partners to inspect key metrics, produce insights, and escalate potential issues.
  • Office Location: Jupiter, Florida
  • Salary: $100,000-$150,000 + bonus
  • 100% Funded Health, Vision, Dental
  • 401k plan with company match
  • Generous PTO and Holidays
  • Philanthropic opportunities


Only candidates who meet previous experience requirements will be considered. Candidates with previous experience in Financial Services and/or Investment Management are encouraged to apply.

  • 10+ years experience supporting C-Suite or a professional services firm. 
  • Bachelor's Degree
  • Experience in Financial Services and/or Investment Management is a huge plus!
  • Proven project and time management skills.
  • Advanced proficiency with computers and the Microsoft Office Suite including Outlook.
  • Proven ability to balance resourcefulness and discretion.
  • Constantly demonstrates excellent judgment and ability to protect confidential and proprietary information.
  • Exceptional verbal skills.
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