Benefits:

401(k)

Profit sharing

IMPORTANT NOTE : Position is on-site in North Stamford, CT. Opening is for EXPERIENCED executive assistants.

Benefits/Perks

Competitive Compensation

Great Work Environment

Career Advancement Opportunities

Our Company We are a wealth management boutique located in Stamford, CT serving high net worth families.

Job Summary

We are seeking an experienced Executive Assistant to support our CEO, who is a lawyer, money manager, and author. As an Executive Assistant, you will be stepping into a role with many hats, the most important is keeping track of scheduling meetings and handling meeting follow up activity. Responsibilities will include maintaining a personal and professional schedule, coordinating meetings, dinners, and events, and running errands during work hours when needed. You will also be working closely with team members to ensure everything within the office runs smoothly. Excellent opportunity to work and learn in a fiduciary boutique environment.

The ideal candidate is very well organized and an outgoing people-person, with exceptional communication and interpersonal skills.

Responsibilities

Schedule appointments and maintain a realistic, accurate calendar

Answer and screen calls

Assist with events, marketing, client development

Proofread and edit documents and correspondence

Use CRM to capture notes and follow-ups necessary

Pay bills

Keep track of projects and library

Work closely with team members to ensure everyone is on the same page

Qualifications

Exceptional communication and interpersonal skills: experience dealing with high net worth lawyers, accountants, CEOs, families

Essential: Attention to detail with grammar, spelling, proofreading, filing

Strong organizational skills

The ability to multitask

The ability to work well independently and within a team environment

Success in previous roles as an executive assistant

Series 65 is a plus, also law or finance background

Marketing and social media experience is a plus

Background check and strong references required

Compensation depends on experience (range $75,000 - $100,000)

IMPORTANT NOTE: Please apply only if you have the experience we are looking for and you live within commuting distance of N. Stamford.