Personal Assistant to CEO

Benefits

• 401(k)
• Profit sharing
• Position is on-site in North Stamford, CT.
• Competitive Compensation
• Great Work Environment
• Career Advancement Opportunities

We are a wealth management boutique serving high net worth families located in Stamford CT.

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.

• 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

• 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)