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Project Manager Assistant to Founder

Investment Boutique in Stamford, CT · Stamford, CT · Wealth Management Boutique

Compensation

$60k – $80k /yr

Employment type

Full-time

Work setting

On-site

Location

Stamford, CT

Schedule

Day shift

Posted

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Job overview

The Project Manager Assistant to Founder is an onsite role based in Stamford, CT, with a salary range of $60,000 to $80,000 per year. This position supports a wealth management fiduciary boutique serving high-net-worth families. This role exists to support the CEO/Founder by managing calendars, coordinating events, and enhancing client relationships. The assistant will organize projects, proofread documents, and ensure the firm's operations run smoothly.

What you'll do

  • Schedule appointments
  • screen calls
  • assist with marketing and client development
  • proofread documents
  • use CRM for notes
  • pay bills
  • maintain project records.

What we're looking for

Skills & competencies
full-time
stamford ct
project manager
executive assistant
wealth management
onsite
administrative
$60k-$80k
client relations
fiduciary
Work arrangement
  • Weekend coverage required

Benefits & perks

  • 401(k) with matching, competitive salary, supportive culture.

Why this role

Support a high-profile founder, work in a fiduciary boutique environment, and opportunity for career advancement.

About the employer

Investment Boutique in Stamford, CT is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
43-6014.00
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