What are the responsibilities and job description for the Assistant to Office Manager Financial Services position at Investment Firm in Stamford, CT?
Job Summary
We are seeking an Assistant Office Manager to join our team of 8. In this role, you will report to our office manager to coordinate administrative duties and office procedures, ensuring the workplace operates smoothly and efficiently. Your responsibilities will include scheduling meetings, keeping track of meeting notes and follow up activities, document storage and retrieval, paying invoices, negotiating with vendors, maintaining office equipment and other related duties. The position is on-site in N. Stamford, CT.
The ideal candidate has a background in financial services and is highly organized with excellent verbal and written communication skills and the ability to implement systems and procedures.
The ideal candidate has a background in financial services and is highly organized with excellent verbal and written communication skills and the ability to implement systems and procedures.
Qualifications
- Preference for experience in project management or serving as an Office Manager in financial services
- Experienced with efficiently running office equipment, systems, procedures, and cyber security protocols
- Skilled in Microsoft Office, Excel, and Outlook, and CRMS
- Excellent time management skills and ability to prioritize multiple tasks
- Strong problem-solving skills and attention to detail
- Excellent verbal and written communication skills
- Work experience in financial services preferred
- Series 65 preferred
- Top grades
- Excellent references
- Background check required
Personal Fit
- Personable, helpful, a pleasure to work with
- Experienced in environments requiring strict confidentiality
- Driven by the desire to contribute in a meaningful way
Benefits
- Salary depends on experience
- Bonuses are based on performance
- 401(k) after eligibility period
Salary : $45,000 - $60,000