Project Manager Assistant to Founder of Wealth Management Boutique

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary

Benefits:

• Culture is supportive and caring: work is demanding; contributions are celebrated  
• Competitive compensation
• Great work environment
• Career advancement opportunities

IMPORTANT NOTE: Position is on-site in North Stamford, CT.  Opening is for EXPERIENCED project managers/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 project manager to support our CEO/Founder, who is a lawyer, money manager, author, and speaker. (The CEO's assistant of 15 years is retiring.) You will be stepping into a role with many hats, the most important is supporting and enhancing relationships with clients, prospective clients, attorneys and accountants. You will schedule and keep track of both personal and professional meetings, arrange speeches and coordinate events, take notes, and organize follow up activities. You will work closely with team members to ensure the CEO's schedule runs smoothly. This is an excellent opportunity to work, learn and contribute in a fiduciary boutique environment. 

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

Key responsibilities 

• Work with founder to organize and move firm projects to completion  
• Report on progress on a daily basis 
• Work closely with team members to ensure timely and efficient progress
• Take charge of library, digital and paper
• Take charge of founder's calendar  

Related duties

• Assist with events, marketing, client development 
• Assist with research, proofreading content and correspondence
• Capture meeting notes Use CRM to capture notes and follow-ups    

Qualifications

• Experience with taking on projects and bringing them to completion in an efficient manner 
• Exceptional communication and interpersonal skills
• Experience dealing with high net worth clients and their lawyers, accountants, and famiiies   
• 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 a project manager 
• 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 - $80,000). Bonuses based on performance. Start with a trial period. 

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.