A busy and growing wealth management firm in Bloomfield is  seeking a detail-oriented professional to join their team. As an Executive Assistant, you will provide total support to one of our founding partners and operating under the supervision of the Client Service Manager, assuring our founding partner is operating at the highest possible level and that the Client Service Manager is relieved of all Executive Assistant duties. The position will include administrative tasks as well as personal assistant activities.

IMPORTANT NOTE:

This position is part-time (30-35 hours per week).

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Responsibilities:

• Ensure the following:

  • The founding partner’s calendar is up to date and accurate daily.

  • The founding partner is successfully using time blocking and other effective time management procedures to be maximally efficient and make ample time for business development.

  • The Client Service team is free from any EA responsibilities

• Work directly with the CSM to support all aspects of and become an expert of the founding partner’s work/life routine

• Maintain the founding partner’s personal/work calendar and reflect M-F 9-5 items on team calendar

• Assist in the development of presentations, papers, and meeting materials for internal audiences

• Routinely perform a wide variety of support duties

• Gift purchases

• Personal appointment scheduling

• Reservations/Bookings (Travel, etc.)

• Monthly household orders

• Document compiling, draft writing, transcribe material, printing, scanning, copying, and filing

• Check deposits to Schwab account

• Sort and triage mail/email

• Answer phones

• Greet clients and/or visitors professionally and pleasantly

• Assist with preparation of marketing materials, mailings, and special projects

• Prepare outgoing US Postal Service and UPS mail/packages as needed

• Provide back up support for company calls, lobby, administrative, and other Client Service/EA responsibilities

• Other additional and/or alternative duties as assigned from time to time

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Competency Requirements:

• Self-motivated

• Detail oriented

• Proactive in problem solving

• Maintain confidential and sensitive information

• Ability to work in a team environment

• Existing or ability to develop financial acumen related to our business

• Willingness to learn and continue to adapt to new systems and processes

• High competency using Microsoft Outlook

• Become an expert in working with our founding partner