Role Purpose

The role is designed to provide the CEO with a trusted right-hand, ensuring clarity, alignment, and execution on priorities, while maintaining operational discipline within the Family Office.

Key Responsibilities

CEO Execution & Coordination

• Serve as the CEO’s principal support, ensuring directives are communicated clearly and executed promptly.

• Liaise directly with the CIO, CFO, COO, GC, and other executives to ensure CEO instructions are implemented.

• Oversee the organisation of meetings, recruitment processes, and other initiatives by coordinating between the Office Secretary and the relevant executive chief.

• Track actions assigned by the CEO to senior leaders, following up to ensure progress and accountability.

Leadership & Oversight

• Manage and oversee the Office Secretary/Administrator, ensuring all administrative and scheduling functions align with the CEO’s requirements.

• Act as a bridge between administrative staff and senior executives, keeping operations efficient and aligned.

• Ensure staff and executives remain accountable to deadlines, tasks, and standards set by the CEO.

Operational Management

• Coordinate recruitment logistics when directed by the CEO, ensuring candidate meetings, documentation, and executive involvement are well organised.

• Oversee scheduling, travel, and executive coordination to optimise the CEO’s time and focus.

• Ensure that meeting notes, action items, and outcomes are recorded, communicated, and followed through.

Governance & Communication

• Draft, review, and circulate correspondence, reports, and documentation on behalf of the CEO.

• Maintain strong internal communication channels between the CEO and the leadership team.

• Safeguard confidentiality and discretion in handling sensitive Family Office and business matters.

Execution Support

• Work alongside the chiefs to resolve issues and remove obstacles to the CEO’s agenda.

• Monitor progress of strategic and operational initiatives, escalating concerns to the CEO when necessary.

• Provide hands-on support to ensure the Family Office runs to the CEO’s standard of professionalism and efficiency.

Key Skills & Attributes

• Strong leadership and people management skills, able to bridge between senior executives and support staff.

• Highly organised with the ability to manage multiple complex priorities.

• Strong interpersonal and communication skills to effectively liaise with C-suite executives.

• Discretion, integrity, and resilience in handling sensitive information.

• Proactive executor who can translate vision into action and follow through to completion.

Reporting Line

• Reports to: CEO – Lee Family Office

• Direct Reports: Office Secretary/Office Administrator

• Works closely with: CIO, CFO, COO, GC, COS