Flosum

Chief of Staff – CEO Office, Personal Operations

Flosum

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Job Level

Lead

About the role

  • Coordinate with financial advisors, accountants, and investment managers on behalf of the CEO
  • Track and organize personal investment portfolios, statements, and financial correspondence
  • Manage tax preparation workflows — gather documents, coordinate with CPAs, track deadlines, and ensure timely filings for both personal and business-related obligations
  • Process, organize, and resolve incoming financial paperwork, invoices, and office mail efficiently
  • Maintain a clear system for accounts payable, reimbursements, and recurring financial commitments
  • Serve as the primary liaison with attorneys, legal agencies, and regulatory bodies for personal and light business legal matters
  • Review, organize, and track contracts, agreements, and legal correspondence
  • Manage timelines for legal filings, renewals, and compliance deadlines
  • Conduct basic legal research and prepare summaries to support decision-making
  • Coordinate with local government agencies and offices on permits, filings, and documentation
  • Manage logistics for family-related matters including college applications, enrollment, academic deadlines, and school communications
  • Coordinate medical appointments, insurance paperwork, and health-related administration for the CEO's family
  • Handle personal scheduling, travel, and logistics that intersect with professional commitments
  • Serve as the go-to problem solver for personal administrative needs, ensuring fast resolution
  • Own the CEO's incoming mail — physical and digital — with a system for triage, action, and follow-up
  • Maintain organized records and filing systems across financial, legal, and personal domains
  • Identify and implement tools and processes that increase efficiency across all areas of responsibility
  • Proactively flag issues, deadlines, and risks before they become problems

Requirements

  • 2-5 years of experience in executive support, operations, legal administration, financial coordination, or a similar role combining multiple disciplines
  • Bachelor's degree required; coursework or certification in business, finance, pre-law, paralegal studies, or a related field is a strong plus
  • Demonstrated ability to manage complex, multi-track workstreams with competing deadlines
  • Experience coordinating with external professionals (attorneys, accountants, financial advisors)
  • Familiarity with personal tax filings, investment documentation, and basic legal agreements
  • Proficiency with productivity and AI tools — Google Workspace, Microsoft Office, and a willingness to adopt new technology aggressively
  • Must be trustworthy, discreet, and comfortable handling confidential information
Benefits
  • Opportunity to shape the digital strategy at a high-growth Salesforce ISV.
  • Collaborative, innovative, and mission-driven culture.
  • Competitive compensation and benefits.
  • Career growth in a fast-scaling company serving global enterprises.
  • Be part of a global, mission-driven team
  • Learn from top leaders in Salesforce DevOps and SaaS sales
  • Work on exciting challenges in a rapidly growing industry
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial coordinationtax preparationlegal researchcontract managementinvestment documentationmulti-track workstream managementpersonal tax filingsbasic legal agreements
Soft Skills
problem solvingdiscretiontrustworthinessorganizational skillscommunication skillstime managementattention to detail
Certifications
Bachelor's degreecertification in businesscertification in financecertification in pre-lawcertification in paralegal studies