Personal Assistant

Investment Firm in Stamford, CT; Stamford (CT); On-site; USD 60,000 - 85,000; Full time

Job summary

Investment Firm in Stamford, CT seeks an experienced personal assistant to support the CEO/Founder, a lawyer, money manager, author, and speaker. The ideal candidate is highly organized, people-oriented, and excels in communication.

This on-site role in North Stamford requires discretion and professionalism. Responsibilities include calendar management, call screening, event support, proofreading, CRM usage, bill payments, and maintaining project records.

Qualifications

• Experience as an executive assistant to a CEO or founder.
• Excellent grammar and proofreading.
• Ability to manage calendars and scheduling.
• Experience handling high-net-worth clients.
• Background check and strong references required.

Responsibilities

• Schedule appointments and maintain calendar.
• Answer and screen calls.
• Assist events, marketing, and client development.
• Proofread documents and correspondence.
• Use CRM to capture notes and follow-ups.
• Pay bills.
• Maintain daily record of ongoing projects.
• Maintain library.
• Collaborate with team to stay aligned.

Skills

Executive support

High-net-worth service

Attention to detail

Strong organizational skills

Multitasking

Independent and team

Exceptional communication

Tools

CRM software

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).