Personal Assistant
$60k - $85kInvestment Firm in Stamford, CT
Job Description
Job Description
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.
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