Executive Assistant & Business Operations Manager

Responsibilities

The role involves managing the Founder's complex calendar, inbox, and professional initiatives while serving as a primary point of contact for high-net-worth clients. Additionally, the assistant will oversee daily business operations, project tracking, and administrative support to ensure the office runs efficiently.

Requirements

Candidates must have at least 3 years of experience in an executive or administrative support role, preferably within financial services or legal environments. Proficiency in Microsoft Office, Google Workspace, and CRM tools is required, along with exceptional interpersonal and communication skills.

Skills

• Executive support
• Business operations
• Calendar management
• Inbox management
• Project management
• Client relationship management
• Communication
• Microsoft Office
• Google Workspace
• CRM
• QuickBooks
• Discretion
• Organization
• Financial administration
• Travel coordination

Benefits

• Supportive work environment
• Performance bonus
• 401(k)
• Competitive salary

About this role

Benefits:
Supportive Work Environment
Bonus based on performance
401(k)
Competitive salary
Stamford, CT | Full-Time, On-Site | Base Salary up to $100,000 + Performance Bonus

We are seeking an exceptionally organized, warm, and discreet professional to serve as the right hand to the Founder of a premier boutique financial advisory firm in Stamford, Connecticut.

This rare opportunity opens as our cherished long-term assistant retires after 15 dedicated years. We are looking for an extraordinary "people person"—someone who combines high-touch relationship skills with sharp operational control. You will oversee day-to-day business operations and professional activities for the Founder, ensuring client relationships flourish, commitments are met, projects move seamlessly forward, and no detail ever falls through the cracks.

If you are a proactive, self-directed professional who thrives on taking ownership, managing competing priorities, and being the indispensable heart of a busy executive office, this role is for you.

Key Responsibilities

High-Touch Relationship & Client Management

Serve as a welcoming, professional ambassador for the Founder across all interactions with high-net-worth clients, professional contacts, media, publishers, and key vendors.

Build and maintain warm, trusted relationships through clear, empathetic, and professional communication.

Calendar & Inbox Management

Proactively manage the Founder's complex business and personal calendar, prioritizing requests, screening inquiries, and handling scheduling logistics.

Manage high-volume inbox traffic: draft correspondence in the Founder's voice, track follow-ups, independently resolve routine matters, and highlight high-priority items.

Project Management & Professional Initiatives

Coordinate and track key business initiatives, maintain project timelines, follow up with stakeholders, and help drive projects to completion.

Support the Founder’s external professional activities, including book publishing, syndicated media columns, national literacy initiatives, speaking engagements, and educational presentations.

Meeting Preparation & Follow Up

Prepare detailed meeting agendas, background briefs, and supporting materials.

Attend meetings as needed, capture notes for CRM, log action items, track decisions, and execute timely follow-through.

Financial & Office Administration

Coordinate with Office Manager and bookkeeper as needed to maintain clean, efficient office operations and manage physical and digital filing systems, contact databases (CRM), and business records.

Travel & Personal Support

Plan and manage seamless business and personal travel itineraries, including transport, accommodations, and contingency planning.

Provide personal administrative coordination that enables the Founder to remain focused on primary professional objectives.

Qualifications & Requirements

Experience: 3+ years of experience as an Executive Assistant, Business Operations Manager, Legal Assistant, or Office Manager supporting a founder, executive, or business owner. Experience in wealth management, financial services, or legal environments is strongly preferred.

Interpersonal Excellence: Outstanding "people skills"—warm, articulate, perceptive, and naturally adept at clarity, accuracy, and building trust and rapport.

Communication: Exceptional written and verbal communication skills with a strong command of tone, grammar, and nuanced business correspondence.

Technical Proficiency: Fluent in Microsoft Office (Word, Excel, Outlook), Google Workspace, calendar management, and CRM tools. Experience with QuickBooks or practice management platforms is a definite plus.

Core Competencies: Flawless organization, rock-solid discretion, sharp judgment, and the ability to work independently without micromanagement.

Licensing / Background: Series 65 registration or financial industry credentials are a plus. Excellent professional references and successful completion of a background check are required.

Compensation & Benefits

Base Salary: Up to $100,000 (commensurate with experience).

Work Environment: Full-time, on-site in Stamford, CT within a collaborative, professional, and boutique firm culture.