Project Manager Assistant to Founder of Wealth Management Boutique

Investment Boutique in Stamford, CT; Stamford (CT); Presencial; USD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k)

401(k) matching

Competitive salary

Supportive culture

Career advancement

Great work environment

Competitive Compensation

Descripción de la vacante

Investment Boutique in Stamford, CT is seeking an experienced project manager to support the CEO/Founder in a fiduciary wealth-management setting. The role involves coordinating meetings, events, notes, follow-ups, and client communications to ensure smooth operations.

The ideal candidate is highly organized, an outgoing people-person with strong interpersonal skills, able to multitask and work well both independently and in a team. On-site in North Stamford, CT.

Formación

• Exceptional communication and interpersonal skills: experience dealing with high net worth lawyers, accountants, CEOs, families
• Service personality - friendly, caring, helpful
• 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

Responsabilidades

• 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

Conocimientos

Exceptional communication

Interpersonal skills

Organizational skills

Multitasking

Independent and team work

Executive assistant experience

Service mindset

Attention to detail

Series 65 / finance background

Descripción del empleo

Benefits

• 401(k)
• 401(k) matching
• Competitive salary
• Culture is supportive and caring: work is demanding; contributions are celebrated
• Competitive Compensation
• Great Work Environment
• Career Advancement Opportunities

IMPORTANT NOTE: Position is on-site in North Stamford, CT. Opening is for EXPERIENCED project managers/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 project manager to support our CEO/Founder, who is a lawyer, money manager, author, and speaker. You will be stepping into a role with many hats, the most important is supporting and enhancing relationships with clients, prospective clients, attorneys and accountants. You will schedule and keep track of both personal and professional meetings, arrange speeches and coordinate events, take notes, and organize follow up activities. You will work closely with team members to ensure the CEO's schedule runs smoothly. This is an excellent opportunity to work, learn and contribute in a fiduciary boutique environment. 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
• 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 - $80,000).

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.