Benefits:

401(k)

401(k) matching

Competitive salary

Health insurance

Profit sharing

Benefits/Perks

Unique Career Opportunity

Competitive Compensation

Competitive Benefits

Opportunity to Learn

Salary Range ($65,000 - $85,000) Based on Experience

Job Summary

We are seeking a highly motivated Legal Secretary, Paralegal, or Lawyer who wants to transition to financial services to support the CEO (a lawyer) of our boutique wealth management firm. You will communicate with clients, compile client files, attend client meetings, and carry out a variety of support and administrative duties. The ideal candidate is hardworking and detail-oriented, with a strong desire to learn and contribute in a meaningful way. This is a unique opportunity for a motivated and genuine contributor.

Responsibilities

Provide daily support to the CEO

Manage calendar

Communicate with clients and centers of influence

Welcome clients into the office and evaluate their needs

Prepare client-specific documents, including memoranda of meetings and projects

Ensure that client-related documents are well organized and available for review

Attend client meetings and record important information

Maintain and update documentation

Qualifications

Previous experience as a Legal Secretary, Paralegal, Lawyer or similar role is preferred

Top grades

References (written letters from past employers)

Strong verbal and written communication skills

Highly organized with document management experience

Excellent research skills

Excellent Microsoft Office and CRM skills

Ability to multitask and work well under pressure

Good sense of humor

Background check required

Retirement benefits begin after a year of full time employment; Health insurance begins after 90 days of full time employment. Salary depends on experience. Please do not apply if you live more than 30 minutes from N. Stamford. Please be prepared to provide letters of recommendation.