Job Description

Job Description

Job Description

Administrative Assistant/Office Manager

Location: Stamford CT
Employment Type: Part-Time (30 hours per week minimum) On-site
Reports To: CEO
Compensation: $40.00 per hour plus benefits
Confidential Search

About the Role

Private Wealth Management firm is seeking a highly reliable, discreet, and service-oriented Administrative/Office Manager to support the daily operations of the principals and assist with a range of personal, financial, and administrative tasks. This role requires exceptional judgment, adaptability, and the ability to anticipate needs in a dynamic environment where priorities shift quickly.

Key Responsibilities

Office Administration

• Assist in managing financial administration including bill payments, tracking expenses, and liaising with advisors as needed.
• Organize and maintain secure digital and physical filing systems across legal, financial, and personal domains.
• Support company governance processes, document preparation, and record-keeping.
• Coordinate logistics for weekly meetings, investment reviews, and company meetings.

Executive & Personal Support

• Manage complex calendars, appointments, and scheduling for CEO.
• Coordinate travel arrangements, including private and commercial travel, accommodation, and itinerary preparation.
• Handle personal tasks such as household coordination, vendor management, reservations, event planning, and special errands.
• Maintain discretion and handle sensitive company and financial information with absolute confidentiality.

Communication & Liaison

• Serve as a polished point of contact for company members, household staff, advisors, and external service providers.
• Communicate on behalf of the principals in a professional and discreet manner.
• Build strong relationships with internal and external partners to ensure seamless operations.

Project & Event Support

• Assist with planning and executing company events, gatherings, or travel-related activities.
• Support special projects (e.g., real estate management, philanthropic activities, investment coordination) as directed.
• Conduct research and prepare summaries or presentations as needed.

Qualifications

Required

• 3–5+ years of experience in executive support, personal support, or company office administration.
• High level of discretion, integrity, and professionalism.
• Excellent organizational skills with the ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite, Google Workspace, and general tech tools.
• Ability to operate with flexibility and a service mindset.

Preferred

• Previous experience in a boutique wealth management firm or investment advisory firm.
• Experience handling confidential financial or legal documents.
• Bachelor’s degree.

Personal Attributes

• Trustworthy, discreet, and comfortable handling confidential information.
• Proactive problem-solver who anticipates needs before they arise.
• Calm, composed, and resourceful under pressure.
• Highly polished and service-oriented with a “no task too small” attitude.
• Strong emotional intelligence and ability to work with diverse personalities.

How to Apply

Please submit your resume and brief cover letter to [email protected] with the subject line: Executive Administrative Assistant/Office Manager .

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