Job ID: EB-9158186837
Peninsula (Moutain View)
ATTRACTIVE FACTORS
- Ideal role for an individual looking to make a difference
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- Passionate team, mission-focused for clients: “building wealthier lives”
- Opportunity to work with a family-oriented organization
- Extremely positive place to work, all employees hold each other to a high standard of excellence
- Caring and compassionate culture
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- Building deep relationships internally and externally
- Building trusted relationships is the #1 core value
- Opportunity to work with an organization with meaning and purpose
- Potential to grow in the role as company expands
- Autonomy – the CEO is not a micromanager
- Work/life balance, communication outside work hours minimal but some required to connect with the CEO’s meeting schedule
ROLE DESCRIPTION
This position serves a critical support role for the CEO by handling a variety of projects and administrative functions as needed. Role is to enhance CEO’s effectiveness by providing high level organization, information management support and representation
KEY RESPONSIBILITIES
- Calendar management/meeting coordination/meeting follow up
- Manage CEO’s inbox
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- Triage communication, respond on his behalf, summarize daily priorities
- Coordinate travel (5% – 10%)
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- CEO travels approximately 1x a month outside of Bay Area
- Travels outside of office locally for many meetings per week
- CRM management (client tasks, contacts)
- Personal Assistant as needed
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- Help manage CEO’s family calendar (CEO is married with 3 teen kids)
- Help manage health and physical appointments (avid runner)
- Coordinate outside needs
- Act as CEO’s gatekeeper – in a “diplomatic liaison” fashion
- Internal meeting management
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- Sit in on internal team meeting to help follow on action items and deliverables to and from associates
- Philanthropic, advisory, and CEO board engagements (meeting prep, travel etc.)
TOP KEYS FOR CLIENT
- Must be sharp and quick learner – you will act as an extension of the CEO
- Strong communicator (written and verbal)
- Team-oriented
- Anticipate CEO’s needs and translate priorities
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- Navigate CEO’s schedule in advance (blocking & tackling)
- Desire to understand the business
- Desire to understand and shadow the CEO in all aspects
- Tech savvy and can work with office, excel, PowerPoint
- Looking for a long-term partner
ABOUT THE CEO
- Complex, kind-hearted and generous
- Genuinely cares about people
- Extremely humble, not a typical executive
- Daily check-ins, weekly meetings – will be accessible with communication – he prefers in-person whenever possible
- Leads very purposeful/full/balanced life – health, family, friends, charitable, company all competing for time and he fills every minute
- Nonprofit charitable board commitments (2-3 orgs
- YMCA Silicon Valley, Project Cornerstone, Children Now,