Job Listings powered by Excel Partners

We have partnered with a well-established and growing wealth management firm to assist them in staffing a few key positions. One important hire is that of a Sales Manager who will be responsible for supporting the firm’s leadership team in marketing, growth, and development. This includes recruiting new agents, meeting personal production goals, and helping … Continued

Premier law firm, conveniently located on the Norwalk/Westport border, seeks an experienced Trusts and Estates (T&E) and Corporate Administrative Assistant to support several attorneys. Candidates must possess good judgment, be consistently accurate and detail-oriented, and communicate well with all levels of management and staff. Trusts & Estates Responsibilities include: Prepare T&E document packets for before … Continued

Our client is an Investment Firm located in Greenwich, CT (next to Greenwich Train Station). Start ASAP, Interview First A temporary receptionist needed to fill in for someone assisting with a project on another team. Hours: Monday – Friday 7:30 am-5:00 pm Up to $25/hour Role and Responsibilities The company is seeking a versatile temporary … Continued

Seeking a versatile Administrative Assistant to support members of our Private Credit Team, supporting 8. This person must be highly organized with superb follow-through skills and attention to detail. This department works with white-glove banks and family offices. Must be extremely professional. IF YOU HAVE CONCUR, THAT IS A PLUS. Specific responsibilities will include the … Continued

The Senior Auditor performs and leads audits for assigned areas of operations, including financial, operational, and compliance audits, in accordance with acceptable audit standards and within stipulated schedules and budgets. Maintains effective working relations with financial and operational management. Essential Duties/Responsibilities: Conduct financial and operational audits, SOX compliance testing, and assist with special projects and … Continued

Growing FinTech/alternative investment firm located in Greenwich, CT, with an amazing technology platform (that has been consistently praised by Forbes and others year after year) seeks to hire an Associate for their Private Capital Fund group. This team is responsible for several fund-related tasks, including administration and accounting. The firm is onsite Monday – Thursday; … Continued