<p><strong>Position Overview</strong></p><p>The Executive Assistant & Office Manager provides high-level support to senior investment professionals while overseeing office operations in a fast-paced private equity environment. This role requires strong judgment, discretion, and the ability to manage both executive priorities and office infrastructure.</p><p><strong>Key Responsibilities</strong></p><p><strong>Executive Support</strong></p><ul><li>Manage complex calendars across multiple executives and time zones</li><li>Coordinate domestic and international travel</li><li>Prepare meeting materials and support investment committee logistics</li><li>Handle expense reporting and executive correspondence</li></ul><p><strong>Office Management</strong></p><ul><li>Oversee office operations, facilities, and vendor relationships</li><li>Manage office budgets, expenses, and vendor contracts</li><li>Coordinate onboarding/offboarding and office access</li><li>Support IT, compliance, and HR administrative workflows</li><li>Maintain confidential firm and deal-related documentation</li><li>Support firm events, meetings, and offsites</li></ul><p><br></p><p><br></p>
<p><strong>Position Overview</strong></p><p>The Executive Assistant & Office Manager supports senior advisors while managing office operations within a wealth management firm. This role blends executive support, client service, and operational oversight for a high-touch, client-focused environment.</p><p><strong>Key Responsibilities</strong></p><p><strong>Executive & Client Support</strong></p><ul><li>Manage calendars, meetings, and travel for senior advisors</li><li>Coordinate client meetings, reviews, and onboarding</li><li>Prepare client correspondence, presentations, and reports</li><li>Serve as a point of contact for high-net-worth clients</li></ul><p><strong>Office & Operations Management</strong></p><ul><li>Oversee office operations, facilities, and vendor relationships</li><li>Maintain client records, CRM systems, and documentation</li><li>Coordinate compliance-related documentation and workflows</li><li>Support office budgeting, expense tracking, and vendor payments</li><li>Assist with staff onboarding, training logistics, and scheduling</li></ul><p><br></p>
<p>We are seeking a highly experienced, polished, and proactive Executive Assistant to provide high-level administrative and operational support to senior leadership at a well-established organization. This position is being offered through Robert Half and is intended for a true career Executive Assistant who is comfortable operating in a fast-paced, high-expectation, executive environment.</p><p><br></p><p>This role requires exceptional organizational skills, strong business judgment, and the ability to anticipate needs, manage complex priorities, and handle confidential information with the highest level of professionalism and discretion.</p><p><br></p><ul><li>Provide comprehensive administrative support to senior leadership</li><li>Manage complex and frequently changing calendars, meetings, and scheduling priorities</li><li>Coordinate domestic and/or international travel arrangements and itineraries</li><li>Serve as the primary point of contact and gatekeeper for executive communications</li><li>Prepare, edit, and format presentations, reports, and executive correspondence</li><li>Organize and coordinate internal and external meetings, including agendas, materials, and follow-ups</li><li>Take meeting notes, track action items, and ensure timely follow-through</li><li>Handle confidential information with discretion and professionalism</li><li>Assist with special projects, strategic initiatives, and cross-functional coordination</li><li>Improve administrative processes and help keep the executive office running efficiently</li><li>Support day-to-day operations and help anticipate upcoming needs and priorities</li></ul><p><br></p>
<p>We are seeking an organized and proactive Office Manager to oversee daily office operations and ensure a smooth, efficient workplace. This role is ideal for someone who is detail-oriented, leadership-minded, and experienced in managing administrative functions.</p><p><br></p><p><u>Responsibilities</u></p><ul><li>Oversee daily office operations and administrative workflows</li><li> Supervise office staff and provide guidance and support as needed</li><li> Manage office budgets, supplies, and vendor relationships</li><li> Coordinate schedules, meetings, and internal communications</li><li> Maintain office policies, procedures, and records</li><li> Support leadership with reporting and special projects</li></ul>
<p>We are seeking an organized and proactive Office Manager to oversee daily administrative and operational functions for a residential RV community. This role is ideal for someone who is detail-oriented, customer-focused, and experienced in managing office operations within a property or residential setting.</p><p><br></p><p><u>Responsibilities</u></p><ul><li>Oversee daily office operations for a residential RV home community</li><li> Serve as the primary point of contact for residents, vendors, and visitors</li><li> Manage resident records, leases, applications, and related documentation</li><li> Coordinate billing, payments, and basic financial reporting</li><li> Order office supplies and manage vendor relationships</li><li> Support property management with scheduling, reporting, and special projects</li></ul>
<p>We are looking for a dedicated Office Manager/Bookkeeper to join our client's team in Boynton Beach, Florida. This role is pivotal in ensuring the seamless operation of administrative functions while maintaining accurate financial records and supporting the Property Manager with daily activities. The ideal candidate will excel at managing office systems, supervising personnel, and enforcing governing documents in a detail-oriented and fair manner.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage daily administrative operations, collaborating with the Property Manager and Board of Directors to improve office systems and procedures.</p><p>• Direct and supervise office staff, including scheduling tasks and conducting performance evaluations.</p><p>• Maintain accurate financial records and coordinate with external accounting services to ensure compliance with financial regulations.</p><p>• Authorize purchase orders and invoices, reviewing non-standard expenses with the Board as needed.</p><p>• Manage fee assessments, collection procedures, and delinquency processes, including coordinating with attorneys on overdue accounts.</p><p>• Prepare payroll bi-weekly, ensuring timesheet accuracy, and maintain tax records for payroll withholding and unemployment compensation.</p><p>• Coordinate bookkeeping tasks including credit card coding, invoice payments, and monthly accruals.</p><p>• Address shareholder inquiries, handle complaints objectively, and communicate governing document requirements effectively.</p><p>• Facilitate communications with shareholders through email blasts, text messages, and internal notices.</p><p>• Assist with share transfers and proprietary lease documentation for sales activities, ensuring compliance with local regulations.</p>
