• location: West Hartford, CT
  • type: Permanent
  • salary: $600,000 per year

job description


Small family owned financial planning firm located in the Hartford area needs an experienced, in office, assistant to join a high functioning support team. Must be reliable, computer savvy, attention to detail oriented and able to navigate multiple websites. Knowledge or experience with event planning or WealthBox a plus. Apply today to schedule an interview! 


Assistant to Fiancial CEO

Support 1-3 Advisors

Go over illustrations

Pull Morning Star reports


Manage inbound phone calls and outbound confirmation calls

Navigate client mangement software system

Navigate company website

Online research

Background in Event Planning is a bonus


  • Handling Confidential Information
  • Preparing Agendas
  • Transcribing Notes
  • Oral Communication
  • Maintaining Calendars
  • Organization
  • Scheduling Appointments
  • Prioritizing
  • Problem Solving
  • Administrative Duties
  • Answering Phones
  • Written Communication
  • Microsoft Office
  • Bachelors
  • Years of experience: 4 years
  • Experience level:Experienced
Shift: First

Working hours: 9 AM - 5 PM

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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