Administrative Finance Assistant

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.

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.