Find & Apply For Executive Assistant Jobs in Westport, Connecticut

Executive Assistant:

Part-Time Location:

Westport, CT (In-Office)

Job Type:

Part-Time (15-30 hours per week)

Compensation:

$30-$40 per hour (Commensurate with experience) About Us We are a boutique Registered Investment Advisor (RIA) located in the heart of Westport, CT. Our firm provides active investment advisory services to high-net-worth individuals, families, and institutional investors through multiple investment fund offerings. We are seeking a versatile, highly organized, and proactive Executive to assist our investment staff in managing a busy daily calendar and keeping office operations running seamlessly. Position Overview In this dual-capacity role, you will provide critical executive administrative support to our advisory leadership team while managing the day-to-day operations of our physical office. This position is ideal for a highly organized professional who can take ownership of overseeing a small investment office, anticipate operational needs, and keep the workplace running efficiently with minimal supervision. Key Responsibilities Executive Support / Personal Assistant to the

CEO:

Manage the CEO's calendar, schedule meetings and calls, coordinate business and personal appointments, arrange travel and itineraries, manage incoming phone calls and correspondence, prepare agendas and briefing materials, track follow-up items and deadlines, process expense reports, assist with drafting and formatting quarterly investor commentary, maintain confidential files and records, coordinate reservations and special requests, liaise with vendors and professional contacts, and handle other administrative and personal matters that help the CEO remain organized and focused.

Office Operations & Facilities:

Maintain a tidy, fully stocked, and welcoming office environment. Manage vendors, order office supplies, handle incoming/outgoing mail, and coordinate with building management.

Internship Staffing:

Organize internship calendar coverage, oversee new intern account set-up and training.

Qualifications & Skills Experience:

A minimum of 3-5 years of administrative experience, ideally within wealth management or financial services firm.

Education:

Bachelor's degree in a relevant field required.

Tech-Savvy:

Highly proficient with the Microsoft Office 365 Suite (Word, Excel, Outlook). Experience with financial charting platforms (Panaray) is a major plus.

Professionalism:

Exceptional written and verbal communication skills, and fluent in English. Ability to maintain absolute confidentiality and exercise superb judgment regarding sensitive financial data.

Multi-tasking:

Ability to juggle multiple assignments and prioritize tasks based on deadlines and urgency. Accessibility to work additional hours to complete required assignments as necessary.

Traits:

Self-motivated, highly adaptive, and comfortable taking ownership of office spaces with minimal daily supervision. Proven success in a teamwork environment; prior experience in high-collaboration settings (such as competitive athletics, team-based projects, or fast-paced group environments) is a plus.

Location Requirement:

Reliable transportation to our Westport, CT office. Must have available transportation during scheduled hours for local errands. Applicants must be authorized to work in the US. What We Offer Competitive hourly rate ($30-$40/hr based on financial sector experience). Flexibility with scheduling (e.g., 2 or 3 days a week, school-friendly mid-day hours. Possibility of becoming a full-time role in 2027).

Pay:

$30.00 - $40.00 per hour Expected hours: 15.0 - 30.0 per week

Benefits:

Flexible schedule

Education:

Bachelor's (Required)

Experience:

Executive administrative support: 3 years (Required)

Language:

English (Required)

Work Location:

In person