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Executive Assistant

  • Job Number 527461
  • Type Permanent
  • Location Stamford, CT
  • Pay 75000 - 80000
  • Referral Bonus $250

Executive Assistant

Job Description:

Our client in Stamford, CT is currently seeking an Executive Assistant. This position offers a base salary of between $75,000 and $80,000 annually — plus bonus and strong medical benefits that start Day 1. The ideal candidate will have previously worked for a financial services company or real estate investment firm.

Assist the team with administrative tasks relating to equity investment launches, including the editing/creation of offering materials and planning, coordinating and organizing meetings and events

Schedule and coordinate strategic meetings including managing action-items

Manage communications and correspondence (phone, voicemail, email, mail) while responding when needed in addition to bringing action-items forward to appropriate individual and department’s attention

Schedule and coordinate logistics surrounding travel arrangements

Assist with the preparation of expense reports

Produce timely and accurate documents including reports, memos, proposals, charts, agreements, PowerPoint presentations, etc.

Organize and maintain online documents, files, records and shared drives

Help coordinate special events and support for conferences and industry events

Track, respond and disseminate FAQ as it pertains to current offerings

Manage tracking docs for communications to investors from capital raisers

Monitor status of equity raises

Collate and send marketing/deal materials

Coordinate of internal and external launch calls

Research as requested

Investor support/facilitating a response from Investor Relations when needed


At least 5 years of Executive Assistant experienceBachelor’s degree preferredMicrosoft Office Suite experience a mustSalesforce experience ideal