Sign upLog in

Executive Assistant to CEO Wealth Management Boutique

Investment Boutique in Stamford, CT

Stamford, CT

Apply
JOB DETAILS
SALARY
$75,000–$100,000 Per Year
SKILLS
Accounting, Background Investigation, Calendar Management, Customer Relationship Management (CRM), Detail Oriented, Editing, Event Marketing, Executive Assistant Skills , Fiduciary, Financial Regulations, High Net Worth, Interpersonal Skills, Multitasking, Organizational Skills, Plan Meetings, Project Tracking, Proofreading, Reference Verification, Series 65, Social Media Marketing, Telephone Skills, Wealth Management, Writing Skills
LOCATION
Stamford, CT
POSTED
24 days ago
Benefits:
  • 401(k)
  • Profit sharing
IMPORTANT NOTE : Position is on-site in North Stamford, CT.  Opening is for EXPERIENCED executive assistants.

Benefits/Perks
  • Competitive Compensation
  • Great Work Environment
  • Career Advancement Opportunities
Our Company
We are a wealth management boutique located in Stamford, CT serving high net worth families.   

Job Summary
We are seeking an experienced Executive Assistant to support our CEO, who is a lawyer, money manager, and author. As an Executive Assistant, you will be stepping into a role with many hats, the most important is keeping track of scheduling meetings and handling meeting follow up activity. Responsibilities will include maintaining a personal and professional schedule, coordinating meetings, dinners, and events, and running  errands during work hours when needed. You will also be working closely with team members to ensure everything within the office runs smoothly. Excellent opportunity to work and learn 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 with events, marketing, client development 
  • Proofread and edit documents and correspondence
  • Use CRM to capture notes and follow-ups necessary  
  • Pay bills 
  • Keep track of projects and 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   
  • 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 and you live within commuting distance of N. Stamford. 


About the Company

I

Investment Boutique in Stamford, CT