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

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

Job Summary

We are seeking an experienced personal assistant to support our CEO/Founder, who is a lawyer, money manager, author, and speaker. (The CEO's assistant of 15 years is retiring.) 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 events, marketing, client development

Proofread and edit documents and correspondence

Use CRM to capture notes and follow-ups necessary

Pay bills

Keep daily record of ongoing projects

Maintain 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

Service personality - friendly, caring, helpful

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 $60,000 - $85,000).

IMPORTANT NOTE: Please apply ONLY if you have the experience we are looking for, you are within the compensation range, and you live within commuting distance of N. Stamford. Start with a trial period.