Job Description
Job DescriptionIMPORTANT 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 SummaryWe 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.