Senior Executive Projects & Events Manager (On-Site)

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

Supportive culture

Career advancement

Great work environment

Competitive Compensation

Job summary

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.

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

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

Skills

Exceptional communication

Interpersonal skills

Organizational skills

Multitasking

Independent and team work

Executive assistant experience

Service mindset

Attention to detail

Series 65 / finance background

Job description

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.