Senior EA & Project Manager for Wealth Management Founder

Investment Boutique in Stamford, CT; Stamford (CT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Job summary

Investment Boutique in Stamford, CT is seeking an experienced project manager to support the CEO/Founder, a lawyer, money manager, author, and speaker. You will coordinate client relationships, schedule personal and professional meetings, arrange speeches and events, take notes, and organize follow-up activities to keep the CEO's calendar running smoothly.

The ideal candidate is well organized, outgoing, and possesses exceptional communication and interpersonal skills, with comfort handling

Qualifications

• Excellent communication and interpersonal abilities for high-net-worth interactions.
• Strong organization, attention to detail and proofreading skills.
• Able to multitask and manage calendars independently or with a team.
• Proven experience as an executive assistant or similar role.
• Comfort with CRM systems and professional client documentation.
• Marketing and social media experience is a plus.

Responsibilities

• Schedule appointments and maintain a realistic calendar.
• Answer and screen calls, coordinate events and speeches.
• Assist events, marketing, client development activities.
• Proofread documents and correspondence.
• Use CRM to capture notes and follow-ups.
• Pay bills and manage daily project records.
• Maintain library and ensure team alignment.
• Collaborate with team to keep everyone informed.

Skills

Communication

Interpersonal skills

Organizational skills

Multitasking

EA experience

CRM proficiency

Attention to detail

Teamwork

Tools

CRM

Calendar management

Job description

Investment Boutique in Stamford, CT is seeking an experienced project manager to support the CEO/Founder, a lawyer, money manager, author, and speaker. You will coordinate client relationships, schedule personal and professional meetings, arrange speeches and events, take notes, and organize follow-up activities to keep the CEO's calendar running smoothly.

The ideal candidate is well organized, outgoing, and possesses exceptional communication and interpersonal skills, with comfort handling