Financial Services Executive Assistant - Boutique Wealth Management Firm : Job Details

Job Description

This is an opportunity to join a respected boutique investment firm known for managing retirement portfolios for high-net-worth families. We are looking for an organized, friendly, outgoing executive administrative assistant to support our founder whose long-time assistant is retiring. Founder is a money manager, lawyer, lecturer and award-winning author and columnist. This is a rare opening for a highly sought after demanding and rewarding position. Please support your application with a description of how you see yourself in the role, including relevant experience.

The most important function? Managing the founder's business and personal calendar and interfacing with staff, clients, prospective clients, attorneys, accountants and other centers of influence in an atmosphere of dignity and decorum.

Best preparation for the job? Successful relevant experience in the financial services industry or law or accounting.

Requirements:

• Excellent written and oral communication skills with a command of grammar, spelling, and basic math.
• Interest in finance.
• Ability to manage a diverse workload in a deadline-oriented, quickly changing environment.
• Ability to prioritize and function independently.
• Motivated by doing your best -- taking pride in your work.
• A plus -- Interest in passing the Series 65 (go to finra.org to take the test).
• A plus -- Experience working for a lawyer, accountant, or on Wall Street.
• Top grades and top schools expected.
• A background check and references required.

Retirement plan benefits start after 1 year of full time employment; Medical after 90 full time days.

Company Description

Our firm, a small fiduciary wealth management boutique, serves a high-net-worth clientele. With a demanding but friendly, supportive atmosphere, this is the ideal environment if you want to contribute in a meaningful way.

Our firm, a small fiduciary wealth management boutique, serves a high-net-worth clientele. With a demanding but friendly, supportive atmosphere, this is the ideal environment if you want to contribute in a meaningful way.