Job Description

Job Description

Executive Personal Assistant to Founder, Boutique Investment Advisory Firm, Hartford County, CT

A well-established investment advisory firm, headquartered in Hartford County with multiple offices in the US is seeking an experienced, highly organized and professional “right hand” Executive Personal Assistant to support the Founder. The ideal candidate has at least 5 years of experience supporting a HNW C-Suite executive in the finance space, is well-organized, pro-active and a true problem solver, providing “high touch” administrative support both personally and professionally. This role is 4 days in the office, 1 day remote depending on what is going on. The office is business professional in a team-oriented, collaborative environment.

About The Job:

• Serve as the primary administrative support, “right hand” to the Founder, managing his calendar, scheduling meetings and prioritizing his in-box.
• Coordinate and arrange domestic and international travel arrangements with detailed itineraries, personal and professional
• Craft and edit emails and other correspondence on his behalf; Create and edit PowerPoint presentations
• Liaise with executive leadership, key stakeholders and clients.
• Organize meetings, conferences, and events, ensuring all materials/reports and logistics are handled effectively with all t’s crossed
• Track and manage deadlines, priorities, and follow-ups for the Founder
• Expense reporting
• Personal work; errands and ad hoc projects
• Some minimal US travel required (3-4 times a year for an overnight)

About You:

• At least 5 years of experience as an Executive Personal Assistant supporting a HNW C-Suite executive at a finance firm.
• Bachelor’s Degree
• Detail-oriented and organized with exceptional problem-solving skills.
• Professional presence with the ability to interface with internal and external stakeholders at all levels.
• Advanced proficiency in Microsoft Office Suite; High proficiency in PowerPoint.
• Professional, proactive with a warm engaging personality, a true team spirit and a “no job too small “attitude.

Compensation:

Competitive base salary, annual discretionary bonus, and comprehensive health benefits package.

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