Executive Assistant to Female Founder Wealth Management Boutique

$75k - $100k

Investment Boutique in Stamford, CT

Job Description

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 executive 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 Executive Assistant 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.

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 $75,000 - $100,000).

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.

Apply

Vacancy posted 26 days ago

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