Benefits:
401(k)
Profit sharing
Position is on-site in North Stamford, CT.
Benefits/Perks
Competitive Compensation
Great Work Environment
Career Advancement Opportunities
Our Company We are a wealth management boutique serving high net worthfamilies located in Stamford CT.
Job Summary
We are seeking a Personal Assistant to support our CEO, who is a lawyer, money manager, and author. As a Personal Assistant, you will be stepping into a role with many hats, the most important is keeping track of scheduling meetings and handling meeting follow up activity. Responsibilities will include maintaining a personal and professional schedule, coordinating meetings, dinners, and events, and running errands during work hours when needed. You will also be working closely with company staff members to ensure everything within the office runs smoothly.
The ideal candidate is very well organized and outgoing people-person, with exceptional communication and interpersonal skills, is incredibly organized, and can multitask, often working on multiple projects at once.
Responsibilities
Schedule appointments and maintain a realistic, accurate calendar
Answer and screen calls
Run errands, as needed
Proofread and edit documents and correspondence
Use CRM to capture notes and follow-ups necessary
Bill bills
Keep track of projects and library
Work closely with many different people to ensure everyone is on the same page
Qualifications
Exceptional communication and interpersonal skills
Strong organizational skills
The ability to multitask
The ability to work well independently and within a team environment
Experience as a personal assistant or executive assistant
Background check and strong references required
Compensation depends on experience (range $50,000 - $75,000)