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Administrative Assistant
Hackmann Wealth PartnersStamford, CT, US- Full-time
Hackmann Wealth Partners, a Stamford CT based financial planning firm, is seeking to hire an Administrative Assistant to join our growing team of professionals.Firm headquarters are in Stamford, CT with satellite sales locations in Boston, New York and Washington, DC. The company environment is fast-paced and entrepreneurial and requires team members to be enthusiastic and energetic.
Primary Duties & Responsibilities
The Administrative Assistant provides a high level of administrative service to handle various aspects of the operations of the firm. The Administrative Assistant is an integral part of the firm’s growing team - willing to take on all types of tasks and projects to ensure team members deliver high quality client service and the operations of the firm run smoothly.
The Administrative Assistant position requires performance of daily, routine tasks yet also involves adapting to an environment that is fast paced where responsibilities or priorities can change frequently.
Responsibilities, among others, include :
- Coordinate and manage business and personal travel and administrative duties for the President.
- Provide overall administrative support to all team members – in both Operations and Financial Planning.
- Schedule / confirm meetings with clients / prospects; handle client phone calls, respond to client requests.
- Maintain spreadsheets of meeting summaries and ensure they are timely updated.
- Assemble financial plans and other client facing materials for client meetings.
- Perform general administrative duties (scanning, filing, faxing, archiving, etc.).
- Complete additional operational, marketing and administrative responsibilities as needed.
Qualifications
Benefits
Schedule :
Education :
Experience :
Working in Stamford CT headquarters 4 days a week (M-Th). Remote work M-Th is not an option. Expected total hours worked per week in 45 hours range. Occasional calls or emails may be required before or after regular business hours.
If you are interested in applying for this position, please email [email protected] and include (1) two sentences about why you are interested in the position (2) where you live and your ability to commute and (3) attach your resume. Please make the subject line, “First Name Last Name : Resume”.
Note : Only applicants that send this email will be considered for this position.