Legal Secretary Paralegal Assistant to CEO Wealth Management BoutiqueInvestment Firm in Stamford, CT • Stamford, CT, US
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Legal Secretary Paralegal Assistant to CEO Wealth Management Boutique
Investment Firm in Stamford, CT • Stamford, CT, US
12 days ago
Job type
- Full-time
Job descriptionProvide daily support to the CEO Manage calendar Communicate with clients and centers of influence Welcome clients into the office and evaluate their needs Prepare client-specific documents, including memoranda of meetings and projects Ensure that client-related documents are well organized and available for review Attend client meetings and record important information Maintain and update documentation Previous experience as a Legal Secretary, Paralegal, Lawyer or similar role is preferred Top grades References (written letters from past employers) Strong verbal and written communication skills Highly organized with document management experience Excellent research skills Excellent Microsoft Office and CRM skills Ability to multitask and work well under pressure Good sense of humor Background check required
Benefits
- 401(k)
- 401(k) matching
- Competitive salary
- Health insurance
- Profit sharing
- Benefits / Perks
- Unique Career Opportunity
- Competitive Compensation
- Competitive Benefits
- Opportunity to Learn
- Salary Range ($65,000 - $85,000) Based on Experience
Job Summary
We are seeking a highly motivated Legal Secretary, Paralegal, or Lawyer who wants to transition to financial services to support the CEO (a lawyer) of our boutique wealth management firm. You will communicate with clients, compile client files, attend client meetings, and carry out a variety of support and administrative duties. The ideal candidate is hardworking and detail-oriented, with a strong desire to learn and contribute in a meaningful way. This is a unique opportunity for a motivated and genuine contributor.
Responsibilities
Qualifications
Additional Details
Retirement benefits begin after a year of full time employment; Health insurance begins after 90 days of full time employment. Salary depends on experience. Please do not apply if you live more than 30 minutes from N. Stamford. Please be prepared to provide letters of recommendation.
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Legal Assistant Paralegal • Stamford, CT, US
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