Job Summary
This position requires an adept assistant to manage the intricacies of the Founder’s calendar, email correspondence, and various professional activities. A key aspect of the role is to act as the primary liaison for high-net-worth clients while ensuring the smooth operation of daily business tasks, project management, and administrative duties, facilitating an efficient office environment.
Responsibilities
- Manage the Founder’s calendar and coordinate scheduling activities.
- Handle the inbox, prioritizing and responding to communications as necessary.
- Serve as the main point of contact for high-net-worth clients.
- Oversee daily business operations, ensuring seamless workflow.
- Track ongoing projects and provide administrative support.
Qualifications
- A minimum of 3 years’ experience in an executive or administrative support position.
- Experience within financial services or legal sectors is preferred.
- Strong proficiency in Microsoft Office, Google Workspace, and CRM software.
- Outstanding interpersonal and communication abilities.
Investment Boutique in Stamford, CT provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
