Executive Assistant

We are looking for a highly organized Executive Assistant to support the CEO in a wealth management company. This person will manage email inboxes, calendars and will perform a variety of administrative tasks efficiently. The ideal candidate brings strong communication skills, attention to detail, and the ability to manage multiple responsibilities in a fast-paced environment. This role is 100% on site in Spokane Valley, WA.

Responsibilities:

• Coordinate calendars, appointments, and client meetings to ensure priorities are managed efficiently and follow-up commitments stay on track.

• Reach out to clients to arrange reviews, confirm meetings, and support ongoing communication for active opportunities and accounts.

• Prepare presentations, meeting documents, and supporting materials ahead of scheduled discussions to ensure all information is complete and ready to use.

• Enter and maintain accurate records of customer interactions, tasks, and updates within CRM and other internal tracking systems.

• Partner with CEO and internal colleagues to relay requests, resolve open items, and help deliver timely responses to client needs.

• Monitor pipelines, account activity, and outstanding items by maintaining organized tracking lists and status updates.

• Support weekly planning sessions by organizing upcoming priorities, scheduling needs, and action items for the team.

• Keep work areas, files, and essential materials well organized so information is easy to access when needed.

BENEFITS OFFERED:

Medical/Dental/Vision – 100% paid for employee

Life and long-term disability

401k plan

PTO/holidays

Qualifications:

• Minimum of 5 years' experience with administrative support at a high level.

• Ability to manage emails, calendars, meetings, and multiple deadlines with a high level of accuracy.

• Strong written and verbal communication skills, including clear and accurate email correspondence.

• Proficiency with CRM platforms and Microsoft Outlook, Word, Excel, and PowerPoint.

• Strong organizational skills with careful attention to detail and record accuracy.

• Ability to work collaboratively with internal teams while managing tasks independently.

Compensation

$56,000.00-$62,000.00 Yearly

About Us

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.

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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 roberthalf.gobenefits.net for more information.

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