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Chief of Staff

2 months ago

Lombard, Illinois, United States Forum Financial Management, LP Full time
About the Role

We are seeking a highly organized and experienced Chief of Staff to join our team at Forum Financial Management, LP. As a key member of our leadership team, you will be responsible for providing executive-level administrative support and project management expertise to our co-managing partners and management team.

Key Responsibilities
  • Executive Administration: Provide high-level administrative support to our leadership team, ensuring the smooth operation of our firm.
  • Project Management: Manage firm-wide initiatives, engaging stakeholders and ensuring timely and successful completion.
  • Communication: Coordinate and facilitate communication among key stakeholders, including partner meetings, management meetings, and executive council meetings.
  • Agenda Management: Develop and manage meeting agendas, ensuring timely and effective communication of key messages.
  • Documentation: Capture and draft meeting minutes, action items, and other documentation as needed.
  • Technology Support: Oversee technology for meetings, including Zoom, screen-sharing, and other technical requirements.
  • Travel Coordination: Coordinate travel arrangements for co-managing partners and other team members as needed.
  • Surveys and Voting: Develop and administer surveys and voting processes as required.
Requirements
  • 5-7+ years' experience in a high-level administrative support role.
  • Intermediate to advanced skills in Excel and PowerPoint.
  • Excellent written and verbal communication skills.
  • Ability to work in a fast-paced environment with high attention to detail.
  • Self-starter with ability to initiate processes and follow-up without incremental direction.
  • Ability to listen and assess business needs across functional areas.
About Us

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with over 7 billion AUM. We are committed to providing exceptional service and support to our clients and team members. We offer a competitive total rewards package, continuing education and training, and tremendous career potential.

Benefits
  • Full benefits package, including health, dental, vision, disability, and life insurance.
  • 401k plan with automatic company contribution of 5% of salary.
  • PTO and flexible work schedule.
  • Professional development opportunities.
  • Employee engagement and cultural building activities.
Equal Employment Opportunity

Forum Financial Management, LP is an equal opportunity employer and does not discriminate against any applicant based on race, sex, color, disability, national origin, gender identity/expression, or actual or perceived status.