Executive Assistant to CEO Wealth Management Boutique

Executive Assistant to CEO Wealth Management Boutique Investment Boutique in Stamford, CT Stamford, CT Job Details Full-time $75,000 - $100,000 a year 1 day ago Benefits Profit sharing 401(k) Opportunities for advancement Qualifications Filing Executive administrative support

Grammar Experience Full Job Description 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.