Job Description

Company Description

Jackson, Grant Investment Advisers, Inc. focuses on serving high net worth individuals with complex wealth management needs, particularly in managing retirement portfolios. The firm operates as "Investment Counsel" under the US Securities and Exchange Commission (SEC) regulations, providing personalized portfolio management services. For more information, visit our website at or contact us at 203-322-1198.

Role Description

This is a full-time on-site Executive Assistant to Chief Executive Officer role located in Stamford, CT. The Executive Assistant will be responsible for providing executive administrative support, calendar management, research, and general administrative assistance to the CEO on a daily basis. The CEO's role is broad-based, from running the firm, to writing and lecturing, to volunteering for non-profit boards, to supporting charitable causes, such as hospitals, museums, and financial literacy. The right person for the job will understand the culture of the firm (look at and want to contribute in a meaningful way. This is a perfect role for a person whose standards are high and personal values align with the firm's.

Qualifications

• Top grades; top references; success in previous positions; desire to learn and contribute; desire to achieve at a "personal-best" level
• Experience generating correspondence and leading projects
• Experience organizing meetings, calls, speaking events, and taking notes
• Exceptional communication skills, including editing and grammar
• Proficiency in Microsoft Office suite and CRMs (Maximizer and RedTail)
• Experience in the financial industry, law, or publishing is a plus
• Bachelor's degree in Business Administration or related field is a plus

Compensation

• Depends on experience; starting salary $60,000 - $70,000
• Compensation to be reviewed after 3 months
• Eligible for bonus after 1 year
• 401(k) after 1 year

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