Asistente Ejecutivo Senior & Operaciones para Fundador

Investment Boutique in Stamford, CT; Stamford (CT); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Bonus based on performance

401(k)

Competitive salary

Job summary

Investment Boutique in Stamford, CT is seeking an exceptionally organized Executive Assistant to serve as the right hand to the Founder. This on-site, full-time role manages day-to-day operations, calendars, and client-facing interactions with discretion and warmth.

You will coordinate projects, plan travel, support external initiatives, and help maintain an efficient office. The successful candidate thrives in a high-touch, fast-paced environment and upholds confidentiality and professional

Qualifications

• 3+ years as EA/Operations support for founder.
• Experience in wealth management or financial services preferred.
• Excellent written and verbal communication.
• Strong discretion and trustworthiness.
• Proficiency with MS Office, Google Workspace, CRM.

Responsibilities

• Manage founder's calendar and inbox with high discretion.
• Coordinate projects and track timelines.
• Prepare meetings with agendas and briefs.
• Handle travel planning and personal support.
• Oversee office operations and filing systems.
• Support external activities (book publishing, speaking engagements).

Skills

Executive support

Relationship management

Organizational skills

Discretion

Communication skills

Independent work

Time management

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Google Workspace

CRM systems

Job description

Investment Boutique in Stamford, CT is seeking an exceptionally organized Executive Assistant to serve as the right hand to the Founder. This on-site, full-time role manages day-to-day operations, calendars, and client-facing interactions with discretion and warmth.

You will coordinate projects, plan travel, support external initiatives, and help maintain an efficient office. The successful candidate thrives in a high-touch, fast-paced environment and upholds confidentiality and professional