We are looking for a detail-oriented and proactive Executive Assistant to join our team in Boca Raton, Florida. This position offers an exciting opportunity to support the growth and operations of a dynamic financial planning office. You will play a key role in ensuring high-quality client service and smooth day-to-day operations, working closely with lead advisors and clients. Responsibilities:• Prepare for and participate in client meetings by utilizing integrated software tools and systems.• Execute follow-up tasks such as trades, account setup, and money movements after client meetings.• Address and resolve issues with the corporate office to maintain seamless operations.• Respond to client inquiries and provide account-related information within compliance guidelines.• Organize and manage client files and records according to retention policies.• Assist with marketing support by coordinating client appreciation events, seminars, and mailings.• Schedule client and prospect appointments, ensuring effective time management for advisors.• Handle office maintenance tasks, including ordering supplies, managing mail, and setting up technology.• Provide recommendations for optimizing tools and processes to improve efficiency.• Perform other allowable duties assigned by advisors, including occasional personal tasks.

• Bachelor's degree or higher in a relevant field. • Minimum of 5-10 years of experience in a similar role, preferably in a financial services environment. • Strong organizational skills and keen attention to detail. • Excellent communication skills to effectively interact with clients and team members. • Ability to manage time efficiently and handle multiple tasks simultaneously. • Familiarity with compliance rules and regulations within the financial industry. • Proficiency in calendar management and coordinating travel arrangements. • Positive attitude and adaptability to changes in a fast-paced environment.

<h3 class="rh-display-3--rich-text">TalentMatch®</h3> Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

Boca Raton, FL
onsite
Contract / Temporary to Hire
27.55 - 31.90 USD / Hourly
We are looking for a detail-oriented and proactive Executive Assistant to join our team in Boca Raton, Florida. This position offers an exciting opportunity to support the growth and operations of a dynamic financial planning office. You will play a key role in ensuring high-quality client service and smooth day-to-day operations, working closely with lead advisors and clients. Responsibilities:• Prepare for and participate in client meetings by utilizing integrated software tools and systems.• Execute follow-up tasks such as trades, account setup, and money movements after client meetings.• Address and resolve issues with the corporate office to maintain seamless operations.• Respond to client inquiries and provide account-related information within compliance guidelines.• Organize and manage client files and records according to retention policies.• Assist with marketing support by coordinating client appreciation events, seminars, and mailings.• Schedule client and prospect appointments, ensuring effective time management for advisors.• Handle office maintenance tasks, including ordering supplies, managing mail, and setting up technology.• Provide recommendations for optimizing tools and processes to improve efficiency.• Perform other allowable duties assigned by advisors, including occasional personal tasks.
2025-11-12T18:39:01Z