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Investment Firm in Stamford, CT
Personal AssistantInvestment Firm in Stamford, CT • Stamford, CT, US
Personal Assistant

Personal Assistant

Investment Firm in Stamford, CT • Stamford, CT, US
18 days ago
Salary
$60,000.00–$85,000.00 yearly
Job type
  • Full-time
Job description

IMPORTANT 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 Summary
We 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.

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Personal Assistant • Stamford, CT, US

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