Personal Chief of Staff

The Personal Chief of Staff (PCOS) serves as Graham Lee’s (our CEO) strategic right-hand, overseeing personal and business priorities, managing key initiatives, and ensuring seamless coordination between various functions, including financial, operational, and analytical domains. The PCOS will provide executive-level support, optimize processes, and act as a central point of contact between Graham, financial advisors, analytics teams, and business operations.

Key Responsibilities:

Strategic & Operational Leadership:

• Serves as a trusted advisor and central coordinator for Graham’s business and personal matters
• Oversees high-priority projects, ensuring alignment with strategic goals
• Acts as a liaison between Graham and key internal/external stakeholders
• Facilitates clear communication and ensure execution of action items
• Conducts research, prepare reports, and provide strategic recommendations
• Optimizes workflows, enhance decision-making, and drive efficiency across operations 

Financial Oversight & Coordination

• Collaborates with the Personal Financial Assistant/Bookkeeper and Family Office Financial Advisor(s) to manage financial operations
• Monitors budgets, oversee expenses, and ensure compliance with financial goals
• Liaises with accountants, financial planners, and legal teams for wealth management and tax optimization
• Assists in managing personal investments, financial obligations, and philanthropic initiatives
• Supports data-driven decision-making in collaboration with advisors

Qualifications & Experience

• Strong understanding of tax planning, including specialized taxes such as speculation tax
• Knowledge of credit, mortgages, and other banking and investment products (TFSA, FHSA, RRSP) to effectively liaise with financial advisors
• Highly proficient in Excel and spreadsheet management, with the ability to create financial models, track expenses, and generate reports
• Minimum 5+ years of experience in an executive operations, strategic advisory, or Chief of Staff role
• Strong background in finance, business operations, or strategic management
• Proven ability to oversee multiple domains, including financial oversight and data-driven decision-making
• Excellent problem-solving, organizational, and multitasking skills
• High emotional intelligence, discretion, and ability to manage confidential matters
• Experience working with high-net-worth individuals, family offices, or executive leadership teams is an asset

Compensation & Benefits

• Competitive salary based on experience
• Performance-based bonuses
• Comprehensive benefits package, including health, retirement, and professional development opportunities
• Flexible work environment with occasional travel requirements

We are proud to be an equal opportunity employer.  We value diversity and are dedicated to providing a work environment that is free from harassment and discrimination. All employment decisions are made based on qualifications, job requirements and business needs. We are passionate about being known for an inclusive culture where talented people of all backgrounds want to work.

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