Executive Assistant & Operations Lead for Founder | Stamford

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

Supportive work environment

Job summary

Investment Boutique in Stamford, CT is seeking an exceptionally organized Executive Assistant to be the right hand to the Founder. This full-time, on-site role focuses on high-touch relationship management, calendar control, and operational excellence to ensure client relationships flourish and projects move forward without missed details.

The successful candidate will oversee day-to-day operations, coordinate with the Office Manager and bookkeeper, and support travel and personal scheduling as

Qualifications

• 3+ years of experience as an Executive Assistant, Business Operations Manager, or Office Manager supporting a founder/executive.
• Outstanding people skills: warm, articulate, and able to build trust.
• Exceptional written and verbal communication with professional tone.
• Proficiency in Microsoft Office, Google Workspace, calendar management, and CRM tools.

Responsibilities

• Serve as the right hand to the Founder, managing day-to-day operations and client relationships.
• Proactively manage the Founder's calendar, screen inquiries, and schedule logistics.
• Prepare meeting agendas, briefs, and materials; capture notes and follow up on actions.
• Coordinate with Office Manager and bookkeeper to maintain filing systems and records.

Skills

People skills

Communication

Discretion

Independent/ownership

Tools

Microsoft Office

Google Workspace

CRM tools

QuickBooks

Practice management platforms

Job description

Investment Boutique in Stamford, CT is seeking an exceptionally organized Executive Assistant to be the right hand to the Founder. This full-time, on-site role focuses on high-touch relationship management, calendar control, and operational excellence to ensure client relationships flourish and projects move forward without missed details.

The successful candidate will oversee day-to-day operations, coordinate with the Office Manager and bookkeeper, and support travel and personal scheduling as