<p><strong>About the Firm</strong></p><p>We are a privately held wealth management, accounting, and family office services firm. Founded in 2005 as a virtual-first organization, we now serve clients across 35 states with specialties in advisory, risk management, tax, and CPA services. Our Boca Raton office serves as a client-facing hub, supporting our mission to deliver tailored financial strategies and family office solutions.</p><p><strong>The Opportunity</strong></p><p>We are seeking a <strong>Full-Time Executive Assistant</strong> to support two senior partners and provide seamless operational, administrative, and compliance support across our advisory and family office practices. This is a <strong>replacement role</strong> for a long-tenured assistant who is pursuing her PhD after 5 years with the firm. The ideal candidate will be proactive, detail-oriented, and highly adaptable, with the ability to manage complex scheduling, compliance deadlines, and occasional personal support.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide executive-level support to senior advisory partners, including calendar management, travel coordination, and meeting preparation.</li><li>Coordinate and support <strong>6–8 business trips annually</strong>, including conferences, networking events, and trips to California (1–3 days each).</li><li>Manage office workflows, compliance processes, and client deliverables with accuracy and timeliness.</li><li>Prepare, edit, and maintain professional correspondence, presentations, and reports.</li><li>Assist with compliance requirements across multiple states on an annual basis.</li><li>Maintain discretion while occasionally handling personal tasks (e.g., errands, scheduling services).</li><li>Collaborate with internal teams to support firm initiatives, including new service package launches.</li><li>Ensure accurate tracking and reporting in Excel and MS Office Suite.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>4–8 years of professional experience</strong> post-college, ideally supporting executives in finance, legal, accounting, or related industries.</li><li>Bachelor’s degree in business, finance, or related field preferred.</li><li>Strong proficiency in <strong>MS Office Suite (Excel, Word, Outlook, PowerPoint)</strong>.</li><li>Highly detail-oriented with strong organizational skills and the ability to manage multiple priorities.</li><li>Exceptional communication and interpersonal skills; professional presence as a representative of the firm.</li><li>Flexibility to support partners working across time zones, including occasional evening availability.</li><li>Ability to travel occasionally (approx. 6–8 trips/year).</li></ul><p><strong>Cultural Fit</strong></p><p>We are looking for someone who embodies professionalism, energy, and intellectual curiosity—someone who can quickly pick up new concepts, ask clarifying questions, and thrive in a fast-paced advisory environment. A successful candidate will be:</p><ul><li>Detail-oriented and organized</li><li>Professional yet approachable</li><li>A strong communicator and problem-solver</li><li>Comfortable with evolving priorities and deadlines</li></ul><p><br></p><p><br></p>
We are looking for a highly organized and detail-oriented Sales Assistant to support our team in Miami, Florida. This role requires exceptional business acumen, attention to detail, and the ability to coordinate meetings and travel arrangements seamlessly. The ideal candidate is resourceful, articulate, and eager to grow their career in a dynamic environment.<br><br>Responsibilities:<br>• Manage scheduling and coordinate calendars to ensure timely and efficient planning of meetings and appointments.<br>• Prepare and set up conference rooms for meetings, ensuring all materials and equipment are ready.<br>• Organize domestic and international travel arrangements, collaborating closely with corporate travel agents.<br>• Submit expense reports and handle related administrative tasks as requested.<br>• Collect and distribute mail within the office to the appropriate team members.<br>• Maintain electronic filing systems, update online data rooms, and organize digital files effectively.<br>• Create and update spreadsheets and project databases to track initiatives such as deal progress and organizational metrics.<br>• Compile and organize presentation materials, including intermediate-level preparation of slides and documents for the team.
<p>We are looking for a detail-oriented Executive Administrative Assistant to join our team in Delray Beach, Florida. This role supports the C-Suite by managing administrative tasks, maintaining key documents, and assisting with financial processes. The ideal candidate will thrive in a fast-paced environment and possess strong organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support.</p><p>• Reconcile PowerPoints for accuracy.</p><p>• Oversee the maintenance of the database including contracts and insurance policies.</p><p>• Coordinate the preparation and analysis of reports to support budget planning and financial decision-making.</p><p>• Handle purchase orders as required.</p><p>• Maintain accurate and organized records of financial documents and agreements.</p><p>• Ensure regular attendance and adherence to company standards and schedules.</p><p>• Collaborate with internal stakeholders to align on departmental goals.</p>
<p>We are seeking a reliable and detail-oriented Administrative Assistant to provide support for daily office operations. This Contract role is ideal for someone who is organized, professional, and eager to gain experience in an office environment.</p><p><br></p><p><u>Responsibilities:</u></p><p> • Answer and direct phone calls, take messages, and respond to inquiries.</p><p> • Assist with scheduling appointments, meetings, and office events.</p><p> • Prepare and organize documents, reports, and correspondence.</p><p> • Maintain filing systems and perform data entry tasks.</p><p> • Support general office operations such as ordering supplies and maintaining records.</p><p> • Collaborate with team members to ensure smooth office workflow.</p>
<p><strong>We are seeking a highly experienced and detail-oriented Senior Administrative Assistant to support our team in Miami, Florida. This role requires a professional with a proven track record in administrative support, office management, and organizational efficiency. The ideal candidate will bring extensive experience handling complex administrative tasks, supporting leadership, and ensuring smooth daily operations.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide high-level administrative support to executives and managers, including calendar management, travel coordination, and meeting preparation.</li><li>Draft, proofread, and edit correspondence, reports, and presentations with strong attention to detail.</li><li>Oversee office operations, including supply management, vendor coordination, and process improvements.</li><li>Maintain confidential records, employee files, and company documentation in compliance with policies and regulations.</li><li>Coordinate and schedule interviews, staff meetings, and company events.</li><li>Manage incoming and outgoing communications (calls, emails, mail) with professionalism and discretion.</li><li>Prepare detailed reports, spreadsheets, and presentations using Microsoft Office Suite.</li><li>Anticipate the needs of leadership and proactively resolve issues before they arise.</li><li>Mentor and support junior administrative staff as needed.</li></ul><p><br></p><p><br></p>
<p>We are looking for a dedicated Administrative Assistant to join our team on a contract and part time basis in Deerfield Beach, Florida. This role requires a flexible and detail-oriented individual to provide essential support in a busy medical office environment. If you are organized, adaptable, and thrive in a fast-paced setting, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist patients at the front desk, ensuring a welcoming and efficient environment.</p><p>• Answer and direct incoming calls while maintaining excellent communication skills.</p><p>• Perform data entry tasks, including updating patient records and managing documentation.</p><p>• Verify insurance information and handle related inquiries with accuracy and efficiency.</p><p>• Oversee patient check-in and check-out processes, ensuring smooth workflow.</p><p>• Schedule and coordinate appointments using electronic health records (EHR) and practice management systems.</p><p>• Provide coverage on an as-needed basis, demonstrating flexibility with work hours.</p><p>• Support administrative tasks to ensure the office operates seamlessly.</p><p>• Assist with training sessions to familiarize with office procedures and software.</p><p>• Utilize Microsoft Office Suite, including Excel, to complete various administrative functions.</p>
<p><br></p><ul><li><strong>Position: Event Planner (Contract)</strong></li><li><strong>Location: 1450 Brickell Ave 1 Miami Florida 33131-3444</strong></li><li><strong>Type: 100% ONSITE Monday - Friday (Requires flexibility)</strong></li><li><strong>Tentative Hourly Pay: $26/per hour</strong></li></ul><p> </p><p>The Event Analyst will assist and support in all aspects of client event activities from concept to execution. The Analyst will work on multiple event projects simultaneously ranging from large events to intimate roundtable dinners. The Analyst will manage administrative tasks in support of the Southeast Region events team including but not limited to data management/entry and invoice and expense management/processing. In order to ensure a consistent and distinctive experience for clients this role requires interaction with colleagues on the global events team bankers and product partners and senior management.</p><p>The role reports to the Southeast Region Head of Private Bank Event</p><p> </p><p>Responsibilities include:</p><p>- Overall administrative support for the Southeast Region events team including invoice and expense management vendor setup in payment systems invoice processing and tracking etc.</p><p>- Management of confidential client data various event budgets calendars and operational efficiencies</p><p>- Strong emphasis on data entry and management leveraging our events management platform to track events manage RSVPs pre and post event.</p><p>- Manage event email communications via our event management platform including the invitation reminders and post event communications</p><p>- Coordination of pre-event administrative tasks such as briefing templates production of name badges place cards menu cards printed materials packing and shipping of event supplies</p><p>- Coordination of post-event administrative tasks such as final data management and event debrief documents</p><p>- Onsite event staffing which may include registration desk management and distribution of materials</p><p>- Maintain event supplies inventory ensuring all necessary items are in stock and well organized</p><p>- Participate in weekly regional team meetings</p><p>- Assist with vendor relationships maintaining contacts at venues and market contacts</p><p>- Assist in researching event venues and obtaining event proposals</p><p> </p><p>Please note that this is a contract position—there is no guarantee that this position will be extended past the end date or converted to permanent status.</p><p><br></p>
Are you an organized, detail-oriented detail oriented with a passion for supporting fast-paced construction operations? Robert Half is seeking a skilled Construction Administrative Assistant to join a growing team in Deerfield Beach, Florida. This pivotal role supports leadership and project managers with administrative tasks, ensuring smooth operations in a dynamic construction environment. Key Responsibilities: Manage day-to-day administrative tasks such as scheduling meetings, handling correspondence, and maintaining filing systems. Process, organize, and track essential project documentation, including RFIs, purchase orders, permits, and invoices. Assist with job costing, budgeting, and financial reporting for ongoing projects, liaising with finance teams as needed. Serve as a communication hub between project managers, contractors, clients, and vendors to ensure timely updates and information flow. Support compliance by maintaining accurate records for safety, inspections, and regulatory documentation. Use construction software tools (e.g., Procore, Buildertrend, or similar platforms) to track project timelines and documentation. Handle phone and email inquiries, providing detail oriented and prompt customer service to internal and external stakeholders.
<p><strong>We are seeking a detail-oriented and bilingual HR Assistant (Creole/English) to join our team in North Miami, Florida. In this long-term contract role, you will provide vital administrative support to the Human Resources department while serving as a key point of contact for employees. Your ability to communicate effectively in both English and Creole, combined with strong organizational skills, will ensure smooth HR operations and excellent support for staff.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist with new hire onboarding, including preparing offer letters, collecting required documentation, and facilitating orientation.</li><li>Maintain accurate and confidential employee records in compliance with company policies and labor regulations.</li><li>Serve as a bilingual resource for employees, translating HR communications and assisting Creole-speaking staff with questions or concerns.</li><li>Support recruitment efforts by posting job openings, screening resumes, and scheduling interviews.</li><li>Process payroll changes, timekeeping adjustments, and benefits enrollments as directed.</li><li>Assist with performance review coordination, training sessions, and company events.</li><li>Respond to employee inquiries regarding HR policies, benefits, and procedures.</li><li>Provide general administrative support to the HR team, including filing, scheduling, and correspondence.</li><li>Ensure compliance with employment laws and company standards at all times.</li></ul><p><br></p>
<p>We are looking for an experienced Legal Assistant to join our team in Miami, Florida, on a contract basis that can become permanent for the right person. This role requires a strong background in Bodily Injury cases and civil litigation, as well as proficiency in managing legal documentation and schedules. As part of our dynamic legal team, you will play a vital role in ensuring smooth operations and effective case management.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and draft legal documents, including pleadings, motions, and correspondence.</p><p>• Handle electronic filings with court systems and ensure timely submission of required documents.</p><p>• Manage and maintain calendars, including scheduling depositions, appointments, and court hearings.</p><p>• Coordinate with attorneys, clients, and other stakeholders to ensure efficient communication and scheduling.</p><p>• Maintain organized case files and ensure all documentation is up-to-date and accessible.</p><p>• Assist with personal injury case management, specifically Bodily Injury claims.</p><p>• Perform administrative tasks such as filing, data entry, and record keeping.</p><p>• Monitor deadlines and ensure compliance with court and procedural requirements.</p><p>• Conduct research and compile information to support case preparation.</p>
