Personal Assistant

$60k - $85k

Investment Firm in Stamford, CT

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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Vacancy posted 29 days ago

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