About the CompanyRobert Half is partnering with a well-established, rapidly growing wealth management firm seeking a polished, proactive, and highly organized Executive Assistant to support its Chief Executive Officer. This is an exceptional opportunity for an experienced executive support professional who thrives in a fast-paced, high-touch environment and enjoys serving as a trusted partner to senior leadership.The ideal candidate is resourceful, detail-oriented, exercises sound judgment, and has a proven ability to manage competing priorities while maintaining the highest level of professionalism and confidentiality. Position OverviewThe Executive Assistant will provide comprehensive administrative and strategic support to the CEO, serving as the primary point of contact for executive operations. This individual will manage complex scheduling, coordinate meetings and travel, oversee confidential communications, and help drive organizational efficiency across the executive office.Success in this role requires exceptional communication skills, strong business acumen, and the ability to anticipate the CEO's needs before they arise.Key Responsibilities<ul><li>Manage the CEO's complex calendar, scheduling meetings across multiple time zones while prioritizing competing demands.</li><li>Coordinate domestic and international travel, including flights, accommodations, transportation, and detailed itineraries.</li><li>Prepare meeting agendas, presentation materials, reports, and briefing documents for executive meetings and board presentations.</li><li>Screen and prioritize incoming communications, responding independently when appropriate.</li><li>Serve as a liaison between the CEO, executive leadership team, clients, investors, board members, and external partners.</li><li>Coordinate executive meetings, leadership off-sites, client events, and special projects.</li><li>Prepare expense reports, reconcile corporate credit card transactions, and monitor executive budgets.</li><li>Draft, edit, and proofread professional correspondence and presentations.</li><li>Handle highly confidential information with discretion and professionalism.</li><li>Track action items and follow up with internal stakeholders to ensure timely completion.</li><li>Assist with strategic initiatives and cross-functional projects as assigned by the CEO.</li><li>Support board meeting logistics, including scheduling, meeting materials, minute taking, and follow-up communications.</li><li>Continuously identify opportunities to improve executive office processes and efficiencies</li></ul>

Qualifications<ul><li>Bachelor's degree preferred.</li><li>7+ years of executive assistant experience supporting C-level executives, preferably within financial services, wealth management, investment management, or professional services.</li><li>Experience supporting a CEO or Founder in a fast-paced environment.</li><li>Exceptional organizational and time management skills.</li><li>Outstanding verbal and written communication abilities.</li><li>Strong problem-solving skills with the ability to anticipate needs and proactively resolve issues.</li><li>High degree of professionalism, emotional intelligence, and sound judgment.</li><li>Ability to maintain strict confidentiality with sensitive business information.</li><li>Comfortable managing multiple priorities while meeting tight deadlines.</li><li>Self-starter with a collaborative, service-oriented mindset.</li></ul>

<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 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>.

San Diego, CA
onsite
Temporary / Contract
50 - 55 USD / Hourly
About the CompanyRobert Half is partnering with a well-established, rapidly growing wealth management firm seeking a polished, proactive, and highly organized Executive Assistant to support its Chief Executive Officer. This is an exceptional opportunity for an experienced executive support professional who thrives in a fast-paced, high-touch environment and enjoys serving as a trusted partner to senior leadership.The ideal candidate is resourceful, detail-oriented, exercises sound judgment, and has a proven ability to manage competing priorities while maintaining the highest level of professionalism and confidentiality. Position OverviewThe Executive Assistant will provide comprehensive administrative and strategic support to the CEO, serving as the primary point of contact for executive operations. This individual will manage complex scheduling, coordinate meetings and travel, oversee confidential communications, and help drive organizational efficiency across the executive office.Success in this role requires exceptional communication skills, strong business acumen, and the ability to anticipate the CEO's needs before they arise.Key Responsibilities<ul><li>Manage the CEO's complex calendar, scheduling meetings across multiple time zones while prioritizing competing demands.</li><li>Coordinate domestic and international travel, including flights, accommodations, transportation, and detailed itineraries.</li><li>Prepare meeting agendas, presentation materials, reports, and briefing documents for executive meetings and board presentations.</li><li>Screen and prioritize incoming communications, responding independently when appropriate.</li><li>Serve as a liaison between the CEO, executive leadership team, clients, investors, board members, and external partners.</li><li>Coordinate executive meetings, leadership off-sites, client events, and special projects.</li><li>Prepare expense reports, reconcile corporate credit card transactions, and monitor executive budgets.</li><li>Draft, edit, and proofread professional correspondence and presentations.</li><li>Handle highly confidential information with discretion and professionalism.</li><li>Track action items and follow up with internal stakeholders to ensure timely completion.</li><li>Assist with strategic initiatives and cross-functional projects as assigned by the CEO.</li><li>Support board meeting logistics, including scheduling, meeting materials, minute taking, and follow-up communications.</li><li>Continuously identify opportunities to improve executive office processes and efficiencies</li></ul>
2026-07-06T00:00:00Z