Project Assistant Financial Services

Investment Boutique in Stamford, CT; Stamford (CT); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Great work environment

Career advancement opportunities

Job summary

Investment Boutique in Stamford, CT seeks a Project Assistant to join a small team. You will support the project manager, schedule meetings, prepare presentations, handle inquiries, and coordinate with vendors to meet deadlines. The ideal candidate is organized, able to multitask, and thrives in a fast-paced financial services environment.

Start on a trial basis; background check required. Salary depends on experience.

Qualifications

• Strong organizational and time management skills.
• Excellent communication skills, verbal and written.
• Ability to work well within a team environment.
• Work experience in financial services; Series 65 preferred.

Responsibilities

• Collaborate with other project assistants and teammates to build strong working relationships.
• Respond to emails, answer questions, and follow up on project issues.
• Prepare for meetings with staff and outside vendors.
• Assist the project manager with organization and scheduling as needed.

Skills

Organizational skills

Time management

Communication skills

Team player

Financial services experience

Series 65 preferred

Top grades

Researcher

Tools

MS Office

CRM systems

Job description

Benefits/Perks

• Competitive Compensation
• Great Work Environment
• Career Advancement Opportunities

Job Summary

We are seeking a Project Assistant to join our team of 8. As a Project Assistant on the team, you will be working closely with members of the team and the project manager to assist in any way necessary to ensure the success of the project. This can include scheduling meetings, setting up presentations, answering emails or phone calls and following up with vendors, and staying on top of all project deadlines. The ideal candidate is highly organized, has excellent time management skills, and can multitask and switch priorities as needed.

Responsibilities

• Work closely with other project assistants and team members, forming strong working relationships
• Respond to emails, answer questions, and follow up with project issues
• Prepare for meetings with other staff and outside vendors
• Assist the project manager with organization and scheduling, as needed

Qualifications

• Strong organizational and time management skills
• Software excellence, especially with Microsoft Office suite and CRMs
• Excellent communication skills, verbal and written
• The ability to work well within a team environment
• Work experience in financial services
• Preference for Series 65 registration (finra.org)
• Top grades
• Excellent researcher

Salary depends on experience

Start on a trial basis

Background check required