Executive Administrative Coordinator
1 week ago
Hackmann Wealth Partners, a financial planning firm based in Stamford, CT, seeks an Executive Administrative Coordinator to join its team of professionals. The company environment is fast-paced and entrepreneurial, requiring enthusiasm and energy from team members.
The ideal candidate will provide high-level administrative support, handling various aspects of the firm's operations. This role involves adapting to a dynamic environment where responsibilities or priorities can change frequently.
Responsibilities include:
- Coordinating business and personal travel for the President
- Providing administrative support to team members in Operations and Financial Planning
- Scheduling meetings with clients and prospects, handling client phone calls and requests
- Maintaining spreadsheets of meeting summaries and ensuring timely updates
- Assembling financial plans and client-facing materials for meetings
- Performing general administrative duties, including scanning, filing, faxing, and archiving
Qualifications:
- Excellent interpersonal, organizational, and written communication skills
- Poise and composure in a professional work environment
- Demonstrated dependability and integrity, confidentiality, professionalism, and discretion
- Ability to maintain high standards under pressure
- Willingness to learn and adapt to new situations
The salary for this position ranges between $55,000 and $60,000 annually, depending on qualifications and experience. Benefits include health insurance, a 401(k) plan, flexible time off, sick leave, and paid holidays. A trial period of six months will be applied to the terms of employment.
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