Executive Assistant

About the Opportunity

Robert Half is partnering with a successful wealth management firm to identify a polished and proactive Executive Assistant to support the Chief Executive Officer. This is an exciting opportunity for a highly organized professional who enjoys serving as a trusted business partner and thrives in a fast-paced, executive environment.

The Executive Assistant will play an integral role in keeping the CEO focused on strategic priorities by managing daily operations, coordinating executive initiatives, and serving as a central point of communication across the organization. This position requires exceptional organizational skills, strong business judgment, and the ability to anticipate needs while handling sensitive and confidential information with the highest level of professionalism.

Key Responsibilities

• Oversee the CEO's calendar, ensuring meetings, appointments, and competing priorities are managed efficiently.
• Coordinate executive meetings from start to finish, including scheduling, preparing agendas, assembling meeting materials, recording meeting notes, and following up on outstanding action items.
• Manage the flow of communication into and out of the CEO's office by screening correspondence, responding when appropriate, and escalating urgent matters.
• Prepare polished presentations, reports, proposals, spreadsheets, and executive correspondence for internal and external audiences.
• Coordinate detailed travel arrangements, including flights, hotels, transportation, itineraries, and schedule adjustments.
• Prepare and reconcile executive expense reports and maintain organized records and documentation.
• Serve as a liaison between the CEO and senior leadership, employees, clients, advisors, vendors, and external business partners, fostering effective communication and collaboration.
• Monitor key initiatives, projects, and business priorities by tracking deadlines, deliverables, and follow-up items to ensure successful execution.
• Conduct research, compile information, and prepare summaries to support executive decision-making and strategic planning.
• Develop reporting tools, dashboards, and tracking systems to improve visibility into organizational priorities and project status.
• Identify opportunities to streamline administrative and operational processes while recommending efficiencies that enhance productivity.
• Assist with company planning initiatives, leadership meetings, and special projects as assigned.
• Partner with department leaders to coordinate cross-functional initiatives and ensure accountability for project milestones.
• Exercise sound judgment when handling confidential business information and sensitive personnel or client matters.
• Act as an extension of the CEO by anticipating needs, resolving issues proactively, and maintaining a high level of responsiveness in a dynamic environment.

Qualifications:

Qualifications

• Bachelor's degree in Business Administration, Finance, Communications, or a related discipline preferred.
• Seven or more years of experience supporting a CEO, President, or other C-level executive.
• Prior experience within wealth management, financial services, banking, investment management, accounting, or another professional services environment is highly preferred.
• Demonstrated ability to manage multiple priorities while maintaining exceptional attention to detail and accuracy.
• Experience supporting executive leadership with strategic initiatives, project coordination, and organizational planning.
• Proven ability to handle highly confidential information with discretion and professionalism.

Compensation

About Us

TalentMatch^®

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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