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