Chief of Staff

Job Description:

We are seeking a highly motivated and skilled Chief of Staff to serve as the right-hand partner to our executive, managing the day-to-day operations and strategic initiatives.

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This role requires a blend of operational excellence, strategic oversight, and executive support. The ideal candidate will be a proactive problem-solver and a master of execution, capable of driving business growth, ensuring operational efficiency, and maintaining a high level of client satisfaction.

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Key Responsibilities:

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Executive Project Management  

• Lead high-impact strategic initiatives and cross-functional projects.  
• Manage corporate events and ensure brand consistency across all platforms.  
• Oversee the implementation of new operational tools.  
• Manage complex calendar coordination, travel logistics, and appointment scheduling for both business and family needs.  
• Handle confidential financial management, expense processing, and general administrative coordination.

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Client Relationship Excellence  

• Manage comprehensive CRM optimization and client database management across the full client lifecycle.  
• Coordinate all client communications, events, and relationship-building initiatives.  
• Facilitate financial planning coordination with third-party professionals and handle general account maintenance.  
• Manage client service operations, including distributions, transfers, and billing inquiries.  
• Manage the new account opening process and gather all required documentation.  
• Cultivate and maintain relationships with referral partners and organize related events.

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Compliance & Regulatory Oversight  

• Maintain detailed documentation and compliance calendars, supporting all audit efforts.  
• Support new business development initiatives within all compliance frameworks.

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Who We're Looking For

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• Experience: Proven experience in a Chief of Staff, Director of Operations, or a similar high-level administrative/strategic role, preferably within a financial services or startup environment.
• Skills: Exceptional organizational, communication, and project management skills. Must be highly resourceful, proactive, and capable of working in a fast-paced environment.
• Discretion: A high degree of discretion and the ability to handle confidential information with professionalism is essential.
• Systems: Familiarity with wealth management systems preferred but not required (e.g., Wealthbox)

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**Please do not submit a cover letter. If you'd like to share your interest for the role, please send an email directly to Darci at dsmith@roklyn.com.