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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