<p><strong>About the Role</strong></p><p>Robert Half is partnering with a respected wealth management firm to hire an experienced Executive Assistant to support the Chief Executive Officer. This highly visible role requires a proactive, detail-oriented professional who can manage complex priorities, anticipate executive needs, and provide seamless administrative and operational support. The ideal candidate is organized, resourceful, and thrives in a fast-paced environment while maintaining the highest level of professionalism, discretion, and confidentiality.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Executive Partnership &amp; Administrative Support</strong></p><ul><li>Serve as a trusted partner to the CEO, proactively managing a complex calendar, competing priorities, and daily business activities.</li><li>Coordinate executive meetings from planning through execution, including scheduling, preparing agendas and meeting materials, documenting action items, and ensuring timely follow-up.</li><li>Manage executive communications by screening correspondence, prioritizing requests, and responding or escalating matters appropriately.</li><li>Prepare, edit, and proofread presentations, reports, board materials, client communications, and other executive-level documents.</li><li>Coordinate detailed domestic and international travel arrangements, including itineraries, accommodations, transportation, and logistics.</li><li>Process expense reports, maintain executive records, and oversee day-to-day administrative operations supporting the CEO.</li><li>Handle highly confidential information with professionalism, discretion, and sound judgment.</li></ul><p><strong>Business Operations &amp; Strategic Support</strong></p><ul><li>Support the CEO with strategic initiatives, organizational priorities, and cross-functional projects.</li><li>Conduct research, compile data, and prepare executive summaries to support business decisions.</li><li>Track key initiatives, project milestones, and deliverables while ensuring accountability across departments.</li><li>Develop and maintain reports, dashboards, and tracking tools that provide visibility into organizational priorities.</li><li>Identify opportunities to improve operational efficiency and recommend process enhancements.</li><li>Assist with annual planning activities, leadership initiatives, and business operations as needed.</li></ul><p><strong>Relationship Management &amp; Communication</strong></p><ul><li>Serve as a primary liaison between the CEO, executive leadership team, clients, advisors, and external business partners.</li><li>Foster strong relationships through timely, professional communication and exceptional service.</li><li>Coordinate executive leadership meetings and ensure follow-up on key decisions and action items.</li><li>Represent the Office of the CEO with a high level of professionalism, confidentiality, and executive presence.</li></ul><p><strong>Project Coordination</strong></p><ul><li>Lead administrative coordination for special projects and executive initiatives.</li><li>Monitor project timelines, priorities, and deliverables across multiple departments.</li><li>Partner with leadership to ensure projects remain on schedule and organizational objectives are achieved.</li><li>Assist with implementing new processes, systems, and operational improvements.</li></ul><p><br></p>

<p><strong>Qualifications:</strong></p><p><br></p><p>• At least 6 years of experience providing high-level administrative support, with substantial exposure to executive leadership environments.</p><p>• Strong background in calendar management, meeting coordination, travel planning, and expense reporting.</p><p>• Excellent written and verbal communication skills with the ability to prepare high-quality business materials.</p><p>• Advanced proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, and Teams.</p><p>• Demonstrated ability to manage sensitive information with sound judgment and discretion.</p><p>• Proven organizational and project coordination skills, with the ability to balance multiple deadlines and shifting priorities.</p><p>• Bachelor’s degree in Business Administration, Communications, Finance, or a related field is preferred.</p><p>• Prior experience in financial services, banking, wealth management, business services, or a similar industry is preferred.</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>