<p><strong>Robert Half</strong> is partnering with a prestigious and growing wealth management firm to identify a highly polished, proactive, and detail-oriented Executive Assistant to support executive leadership and advisory teams. This individual will serve as a trusted partner to the Managing Partner and senior advisors while acting as a key liaison for high-net-worth and ultra-high-net-worth clients. The ideal candidate thrives in a fast-paced, client-focused environment and brings exceptional organizational skills, professionalism, discretion, and the ability to manage competing priorities with grace under pressure.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex, high-volume calendars for the Managing Partner and senior advisors, prioritizing competing demands and optimizing scheduling efficiency.</li><li>Coordinate meetings, conference calls, and events across internal teams, clients, and external stakeholders.</li><li>Oversee inbox management, including prioritizing correspondence, drafting communications, and directing inquiries appropriately.</li><li>Serve as a primary liaison for high-net-worth and ultra-high-net-worth clients, delivering a white-glove client service experience.</li><li>Support business development initiatives by preparing client presentations, pitch materials, and tracking sales pipeline activity.</li><li>Maintain CRM systems, including Salesforce, ensuring accurate client records, pipeline tracking, and timely follow-ups.</li><li>Facilitate client onboarding, including preparation of account documentation and coordination with custodians and internal teams.</li><li>Coordinate client meetings, firm events, and marketing initiatives, ensuring seamless execution and high-quality client experiences.</li><li>Prepare meeting agendas, reports, presentations, and supporting materials for leadership and client interactions.</li><li>Manage domestic and international travel logistics, including flights, accommodations, itineraries, transportation, and expense reporting.</li><li>Generate and maintain weekly, quarterly, and ad hoc reports related to client activity, business development efforts, and pipeline progress.</li><li>Lead client outreach initiatives, including quarterly scheduling and follow-up coordination.</li><li>Support financial administrative functions, including expense reporting, invoice processing, reconciliation, and vendor communications.</li><li>Oversee day-to-day office operations, including document management, mail distribution, process improvements, and operational coordination.</li><li>Provide cross-functional administrative support to leadership and advisory teams.</li><li>Handle sensitive financial and personal information with the highest level of confidentiality and professionalism.</li><li>Ensure compliance with firm policies, regulatory standards, and operational procedures.</li><li>Support firmwide events, conferences, and client seminars by coordinating logistics across multiple teams and calendars.</li><li>Assist with HR-related and multi-state administrative matters as needed.</li><li>Provide occasional personal and property management support, including vendor coordination, scheduling, and expense oversight.</li></ul><p><br></p>

<p><strong>Qualifications</strong></p><ul><li>5+ years of experience in executive support, administrative support, office operations, or related roles; financial services or professional services experience strongly preferred.</li><li>Exceptional organizational and time-management skills with the ability to manage multiple priorities in a fast-paced environment.</li><li>Strong written and verbal communication skills with a polished and professional demeanor.</li><li>Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.</li><li>Experience with Salesforce or other CRM systems preferred.</li><li>Strong attention to detail, accuracy, and follow-through.</li><li>Ability to exercise sound judgment and maintain strict confidentiality.</li><li>Strong problem-solving skills and a proactive, solutions-oriented mindset.</li><li>Exceptional interpersonal skills and a strong client service orientation.</li><li>Ability to work independently while collaborating effectively across teams.</li><li>Flexibility to work occasional evenings or weekends in support of business needs and events.</li></ul><p><br></p>

<h3 class="rh-display-3--rich-text">TalentMatch^®</h3> <p>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.</p> <p>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.</p> <p>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.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>