Administrative Finance Assistant

Bourgeon Capital Management

Darien, CT

$45,000 to $60,000 Yearly
Medical , Paid Time Off , Retirement
Full-Time

Job Description

We are seeking an Administrative Finance Assistant to join our team! You will perform clerical and administrative functions in order to drive company success.

Responsibilities:

Prepare client meeting materials
Input data and take charge of CRM system
Plan and schedule appointments and events
Greet and assist onsite guests
Answer inbound telephone calls
Develop and implement organized filing systems
Perform all other office tasks

Qualifications:

Previous experience in office administration or other related fields
Ability to prioritize and multitask
Excellent written and verbal communication skills
Strong attention to detail
Strong organizational skills

Company Description

Bourgeon Capital is an independent, fee-only, registered investment advisor located in Darien, CT.
Bourgeon was founded in 1999 on the belief that a boutique investment counselor, with a clear, single-minded focus on clients can serve wealthy individuals and their families far better than a large investment company. With more than 50 years of combined investment experience, our partners are highly regarded, successful practitioners who have enjoyed success in diverse market conditions. And they are personally engaged in our clients’ financial futures — clients talk directly to the people who manage their money.
At Bourgeon, ongoing dialogue is the cornerstone of every client relationship. Clients come to Bourgeon because we talk with them honestly, effectively and often. They stay with us because of trust — in our capabilities, in our judgment, and in the unparalleled personal attention that we deliver. This mandate to excel in delivering individual attention and investment counseling is why Bourgeon intentionally remains a boutique firm with a selective client list.