Senior Project & Client Relations Assistant

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

Benefits offered by this job

Competitive compensation

Great work environment

Career advancement opportunities

Supportive culture

Job summary

Investment Boutique in Stamford, CT seeks an experienced project manager to support our CEO/Founder and to manage a multi-hat role focused on client relationships, scheduling, events, notes, and follow-ups. You will coordinate meetings with clients, attorneys, and accountants, arrange speeches and events, take notes, and ensure the CEO's schedule runs smoothly in a fiduciary boutique environment.

The role requires exceptional communication, strong organization, and the ability to multitask in a

Qualifications

• Exceptional communication and interpersonal skills with high net worth lawyers, accountants, CEOs, families.
• Service-oriented, friendly and helpful.
• Attention to detail with grammar, spelling, proofreading and filing.
• Strong organizational skills and the ability to multitask.
• Experience in executive assistance and calendar management.
• Series 65 is a plus; 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 to align on goals.

Skills

Communication

Interpersonal skills

Organization

Multitasking

Calendar management

Independent & team work

Executive support

Attention to detail

CRM experience

Proactive

Tools

CRM software

Job description

Investment Boutique in Stamford, CT seeks an experienced project manager to support our CEO/Founder and to manage a multi-hat role focused on client relationships, scheduling, events, notes, and follow-ups. You will coordinate meetings with clients, attorneys, and accountants, arrange speeches and events, take notes, and ensure the CEO's schedule runs smoothly in a fiduciary boutique environment.

The role requires exceptional communication, strong organization, and the ability to multitask in a