Executive Assistant

2 weeks ago


Stamford, United States Glocap Full time

Our client, a boutique investment management firm headquartered in Stamford, CT is looking for an EA with LIGHT PA duties for their Founding Partner.


Company: Boutique Finance firm

Hours: 8.30am-5.30pm with occasional OT

Location: Stamford, CT

Salary: 120-130K DOE + Great Benefits + Bonus Eligible

Degree: Preferred

Must be in-office 5 days a week, but has flexibility to work at home when the Executive Travels


Responsibilities

Provide EA support to Founder (75%)

  • Plan, coordinate, and schedule Founder's internal and external meetings and events
  • Prepare domestic and international travel arrangements, organize expenses
  • Evaluate and prioritize meeting requests and prepare the Founder for meetings and engagements
  • Assist in ad hoc research projects

Provide personal assistance to the CEO (25%)

  • Assist in light support for local home and liaise with vendors out of state home, renew boat license, etc. personal bankers
  • Manage doctors appointments, etc
  • Liaise with Founder's personal bankers, help gather documents for pre tax filings, maintain property records, keep track of bills, process bills, perform wire transfers


Requirements:

  • 15+ years experience supporting a Founder and or Senior Executives in a financial services office environment
  • Prefer a degree, but flexible
  • Strong attention to detail, organization, and problem-solving skills
  • Excellent verbal and written communication skills
  • Proficiency with MS Office Suite (Outlook, Word, Excel, and PowerPoint)
  • Experience organizing domestic and international travel
  • Able to work well under pressure and have the confidence to make informed decisions independently


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