Executive Assistant to Chief Revenue Officer
1 week ago
Employment Type: Full-Time, In-Office, with occasional travel
Reports To: Chief Revenue Officer (CRO)
Coordinates with: Deal owners and the Operations team
Compensation: $85,000–$105,000 CAD, commensurate with experience and scope
About Stone Owl Family Office
Stone Owl Family Office is a growing advisory and investment firm supporting high-net-worth individuals, founders, and families with thoughtful, long-term financial planning and strategy.
We are building a firm that values clarity, execution, and trust, and we are at a stage where founder leverage matters. This role exists to multiply the effectiveness of our Co-Founder, reduce friction, and ensure priorities move from idea to execution without things slipping through the cracks.
This is not a traditional administrative role. It is a high-trust, high-context, high-judgment position at the center of daily execution.
If you are looking for a highly structured role with narrow scope and clearly defined tasks, this may not be the right fit. This role requires comfort with pace, ambiguity, and independent judgment.
If you thrive in fast-paced environments, enjoy responsibility, and take pride in being the person who keeps everything moving, you may love this role.
About the Role
We are hiring a full-time, in-office Executive Assistant to directly support the Chief Revenue Officer (CRO), who is also a Co-Founder of Stone Owl Family Office.
The EA serves as the operational amplifier for the Chief Revenue Officer (CRO), acting as an execution partner responsible for managing priorities, protecting time, capturing follow-ups, and ensuring that important work actually gets done. You will have full visibility into CRO's day-to-day activities and will be expected to anticipate needs, manage details proactively, and flag conflicts, trade-offs, or misaligned priorities and propose adjustments when needed. This role is intentionally designed as founder-centric, with clear boundaries to prevent scope creep and protect sustainability.
This position requires judgment, discretion, confidence, and speed. You will be trusted with sensitive information, exposed to real decision-making, and expected to operate with maturity and ownership.
What Success Looks Like
A successful Executive Assistant in this role ensures that:
CRO, as Co-Founder, is focused on the highest-value work only they can do
Meetings result in clear follow-ups and action, nothing drops
The role is working when the EA acts as operational gravity, slowing chaos without killing momentum
Priorities are protected, not overbooked
Work blocks are intentionally planned, monitored, and adjusted to support focus and follow-through
Materials are prepared, polished, and client-ready
The pace stays high without chaos taking over
CRO is consistently prepared for firm events, with clear preparation, coordination, and follow-through
Key Responsibilities
Executive Support & Execution
Own CRO's calendar, priorities, and daily flow, including coordination of professional and personal scheduling
Act as a gatekeeper of time, proactively managing scheduling, buffers, and trade-offs
Prepare for meetings and capture follow-ups, decisions, and next steps
Track commitments and ensure execution stays on course
Prompt, remind, and re-prioritize as needed to keep work moving
Coordinate CRO-related travel logistics when traveling for meetings, client visits, or events
Relationship & Deal Support
Coordination is performed in service of CRO's execution, without assuming ownership of functional domains.
Attend meetings with deal owners to capture decisions, context, and next steps
Ensure tasks from meetings are clearly assigned and completed
Coordinate with internal team members and partners to gather inputs and move work forward
Proactively flag when inputs are missing and adjust plans accordingly
Serve as a reliable through-line across CRO's work and priorities
Inbox & Communications
Support inbox management as context and trust are established
Draft and respond to communications where appropriate
Ensure timely follow-up and professional correspondence
Materials & Presentation Support
Turn rough inputs into polished, on-brand presentations and documents
Prepare client-ready materials using firm branding, fonts, and formatting
Support preparation of financial plans, decks, and meeting materials
Event Support (Founder Focused)
Support CRO's preparation for firm events, including presentation readiness, materials, timing, and briefing
Ensure CRO is prepared, aligned, and positioned effectively for seminars and client-facing events
Coordinate inputs related to CRO's role as required
Event logistics and operations are supported by other team members
Office Presence (Secondary)
Maintain a professional, client-ready office environment that supports focused execution and client experience
This Role Is a Great Fit If You…
Are confident managing up and comfortable raising concerns, surfacing trade-offs, and recommending adjustments when priorities compete
Are able to work productively with strong personalities while maintaining professionalism, calm, and clear boundaries
Thrive in fast-moving, high-context environments
Anticipate needs rather than waiting for instructions
Communicate clearly, directly, and calmly under pressure
Take pride in follow-through and execution
Are organized, detail-oriented, and adaptable
Enjoy being trusted with responsibility and ownership
Are comfortable exercising judgment without requiring constant reassurance or validation
This Role Is Not a Fit If You…
Prefer a slow, highly predictable pace
Need constant direction or reassurance
Avoid difficult conversations or setting boundaries
Are uncomfortable with ambiguity or changing priorities
Want a purely task-based or low-stakes admin role
Are seeking a role that includes personal errands, personal life management, or undefined ongoing responsibilities
Experience & Skills
Required
4+ years of experience as an Executive Assistant or in a senior administrative or operations role
Strong judgment, discretion, and professionalism
Excellent organizational and follow-through skills
High comfort with calendars, email, and task management
Strong written and verbal communication
Preferred / Assets
Familiarity with CRM systems (e.g., HubSpot or similar platforms) for documentation and follow-through support (not sales operations ownership)
Experience working in a professional services, advisory, insurance, or family office environment
Exposure to client-confidential, regulated, or trust-based settings
Comfort working with sensitive financial, client, or deal-related information, and supporting documentation, follow-up, and context tracking
Comfort working with sensitive financial or personal information
Experience supporting founders, executives, or principals in high-context roles
Comfort creating or polishing presentations and client-facing documents
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