Executive Assistant
CFS
Stamford, CT
Executive Assistant
We are a respected boutique investment firm serving high-net-worth families seeking a trusted individual to partner with our CEO and keep the firm running at peak efficiency. This is a high-impact role for someone who thrives in a fast-paced finance environment and stays several steps ahead.
Position Summary
You will provide high-level administrative and operational support to the CEO and act as a key gatekeeper and liaison to internal and external stakeholders. The role requires excellent judgment, meticulous attention to detail, discretion, and the ability to manage shifting priorities calmly and confidently. The CEO, a lawyer and finance author, is the founder of the firm.
Responsibilities
- Serve as primary point of contact between the CEO and internal/external contacts.
- Communicate with stakeholders.
- Manage the CEO’s complex calendar, including scheduling and preparing for calls and meetings.
- Prepare agendas, briefing materials, presentations, and follow-up notes for meetings.
- Handle sensitive and confidential information with the highest level of discretion.
- Anticipate needs, identify issues, and proactively solve problems.
- Draft, edit, and review professional correspondence on behalf of the CEO.
- Track action items, deadlines, and deliverables to ensure follow-through.
- Support ad hoc projects, research, and strategic initiatives.
- Improve administrative systems and processes to enhance efficiency.
Requirements
- 5+ years of success supporting C-suite executives, preferably in finance, banking, investment, or professional services.
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and CRMs.
- Success in a demanding, fast-paced environment.
- Calm and composed under pressure.
- Excellent interpersonal skills and executive presence.
Compensation & Benefits
- Based on experience.
- Health insurance supplement after 90 full-time days.
- 401(k).
- Discretionary performance-based bonus.
MaxSalary: USD100000
MinSalary: USD75000
About the Company
CFS
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.
CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.
Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.