Personal Assistant

Our client, an Investment firm in Greenwich, CT, is looking for a Personal/Family Assistant to support planning, organizing, and executing a wide range of personal and family related administrative tasks. This role is based in Greenwich, CT and will require some driving!

Job Details:

COMPANY: Investment Manager
POSITION: Personal Assistant
LOCATION: Greenwich, CT
HOURS: 9am – 6pm (some flex and hours may vary depending on work)
COMPENSATION: $90-110K range depending on experience + excellent benefits + bonus eligible
BACHELOR'S DEGREE: Highly Preferred

Responsibilities of the Personal Assistant:

-Ability to work independently and as part of a team to plan, organize, and execute all manner of personal and executive assistant functions
-Assist with coordinating domestic and international travel including car services, hotel arrangements, dinner reservations, activities, visas and flights
-Calendar management via Outlook/Excel/Google Sheets including internal/external meetings, conferences, travel, dinner reservations and personal appointments including for family/children
-Assist with a variety of household tasks and frequently run personal errands including gift purchases, returns, car maintenance, and household shopping as needed
-Create and update detailed excel spreadsheets for tracking of contacts lists, birthdays, holiday card mailing lists, household service providers, car maintenance, etc.
-Phone management and interaction with internal/external business associates and family
-Liaise with office and household staff to make sure all needs are met seamlessly
-Monitor and organize to-do lists, deadlines, etc. and regularly send updates and reminders to the Partner’s current Personal/Executive Assistant, the partners and their families as needed
-Assist with business tasks and assisting with ad-hoc projects
-Maintain discretion and confidentiality in all matters while meeting deadlines & maintaining accuracy & detail

Requirements of the Personal Assistant:

-Exceptional judgment, written and verbal skills
-Demonstrated success & significant experience with Google Suite and Microsoft Office Suite
-Valid Driver’s license and clean driving record
-Ability to establish priorities, maintain a variety of projects and activities simultaneously and to complete work in a thorough, accurate and timely manner
-Ability to adapt to an ever-changing work environment by managing competing demands; ability to deal with frequent changes, delays or unexpected events
-Flexibility to travel around Connecticut/Manhattan as needed and work out of executive’s personal residences or corporate office
-Confidence, assertiveness, and strong interpersonal skills
-Verification of identity, education, prior employment, and references may be required