Legal Assistant
Company: Investment Firm in Stamford, CT
Location: Stamford
Posted on: January 16, 2026
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Job Description:
Job Description Job Description Benefits: 401(k) 401(k) matching
Bonus based on performance Health insurance Opportunity for
advancement Profit sharing Benefits/Perks Opportunity to work and
learn in a boutique wealth management environment led by a lawyer
Competitive Compensation & Benefits Job Summary We are seeking a
highly motivated Legal Assistant to join our team. In this role,
you will provide project management and research assistance to our
investment management team, which is led by a lawyer. You will
communicate with clients, compile files, and conduct research. The
ideal candidate is hardworking, detail-oriented and interested in
finance and taxes. Responsibilities Organize projects and deliver
desired outcomes Communicate with and calendar clients, experts,
and firm events Attend client meetings; accurately record minutes,
and follow up on action items Proactively maintain calendar and
files Provide general administrative support and other related
duties Qualifications Previous experience as a Legal Assistant or
similar role is preferred Tax experience is a plus Strong verbal
and written communication skills Highly organized with document
management experience Excellent research skills Comfortable with
Microsoft Office, CRMs, and tax preparation software Motivated to
contribute in a meaningful way Self-starter Recommendations
required as well as background check Benefits begin after 1 year of
full time service, except health insurance, which begins after 90
days.
Keywords: Investment Firm in Stamford, CT, Stamford , Legal Assistant, Accounting, Auditing , Stamford, Connecticut
