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Personal Assistant

L5

investment firm in stamford ctHartford, CT2 days ago

$60,000 - $85,000

Occupations

Executive Secretaries and Executive Administrative AssistantsSecretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveLegal Secretaries and Administrative Assistants

Industries

Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceAll Other Business Support Services
IMPORTANT NOTE: Position is on-site in North Stamford, CT. Opening is for EXPERIENCED 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 personal assistant to support our CEO/Founder, who is a lawyer, money manager, author, and speaker. (The CEO's assistant of 15 years is retiring.) 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
  • Essential: 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 - $85,000).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. Start with a trial period.
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Level

SeniorL5

Salary

$60,000 - $85,000

Location

Hartford, CT

Occupation

Executive Secretaries and Executive Administrative Assistants

Industry

Trust, Fiduciary, and Custody Activities

Posted

2 days ago

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