Senior Executive Assistant to CEO – On-Site in Stamford

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

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.