Administrative Assistant - Hackmann Wealth Partners

Hackmann Wealth Partners, a Stamford CT based financial planning firm, is seeking to hire an Administrative Assistant to join our growing team of professionals.

Firm headquarters are in Stamford, CT with satellite sales locations in Boston, New York and Washington, DC. Clients are attracted to the firm via several financial radio shows hosted by the firm President.

The firm primarily serves families approaching or in retirement with $1 - $20 million in assets for long term financial planning and asset management.

The company environment is fast-paced and entrepreneurial and requires team members to be enthusiastic and energetic.

Primary Duties & Responsibilities

The Administrative Assistant provides a high level of administrative service to handle various aspects of the operations of the firm. The Administrative Assistant is an integral part of the firm’s growing team - willing to take on all types of tasks and projects to ensure team members deliver high quality client service and the operations of the firm run smoothly.

The Administrative Assistant position requires performance of daily, routine tasks yet also involves adapting to an environment that is fast paced where responsibilities or priorities can change frequently.

Responsibilities, among others, include:

• Coordinate and manage business and personal travel and administrative duties for the President.
• Provide overall administrative support to all team members – in both Operations and Financial Planning.
• Schedule/confirm meetings with clients/prospects; handle client phone calls, respond to client requests.
• Maintain spreadsheets of meeting summaries and ensure they are timely updated.
• Assemble financial plans and other client facing materials for client meetings.
• Perform general administrative duties (scanning, filing, faxing, archiving, etc.).
• Complete additional operational, marketing and administrative responsibilities as needed.

Working in Stamford CT headquarters 4 days a week (M-Th). Remote work M-Th is not an option. Expected total hours worked per week in 45 hours range. Occasional calls or emails may be required before or after regular business hours.

Qualifications

• Possess excellent interpersonal, organizational and written communication skills. Outstanding phone skills is mandatory.
• Display poise and composure in accord with a professional work environment
• Demonstrate dependability and exhibits high degrees of integrity, confidentiality, professionalism, and discretion.
• Ability to maintain high standards despite pressing deadlines.
• Willingness to learn – the ideal candidate will have an understanding of general business operations and is expected to possess a high-level of expertise in business policies and procedures.
• Ability to handle highly sensitive, confidential and non-routine information.
• Microsoft Office Suite knowledge required. CRM knowledge a plus but not mandatory.
• Great energetic attitude and enthusiasm for working in a small but growing business.

Benefits

• Base salary in the $50 - $55k range dependent on qualifications and experience.
• The successful candidate may be eligible for discretionary incentive compensation award(s). Awards are dependent on individual success at meeting job requirements and firm performance.
• Health insurance with employer / employee contributions, 401k plan, flexible personal/vacation time off, sick leave, paid holidays.
• Fit to company culture and meeting high expectations is essential. A trial period of six months will be applied in the terms of employment.

If you are interested in applying for this position, please email jeannie@hackmannwealth.com and include (1) two sentences about why you are interested in the position (2) where you live and your ability to commute and (3) attach your resume. Please make the subject line, “First Name Last Name: Resume”.

Note: Only applicants that send this email will be considered for this position.