Executive Assistant

Description

About the Role

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.

Key Responsibilities:

Executive Partnership & Administrative Support

+ Serve as a trusted partner to the CEO, proactively managing a complex calendar, competing priorities, and daily business activities.

+ Coordinate executive meetings from planning through execution, including scheduling, preparing agendas and meeting materials, documenting action items, and ensuring timely follow-up.

+ Manage executive communications by screening correspondence, prioritizing requests, and responding or escalating matters appropriately.

+ Prepare, edit, and proofread presentations, reports, board materials, client communications, and other executive-level documents.

+ Coordinate detailed domestic and international travel arrangements, including itineraries, accommodations, transportation, and logistics.

+ Process expense reports, maintain executive records, and oversee day-to-day administrative operations supporting the CEO.

+ Handle highly confidential information with professionalism, discretion, and sound judgment.

Business Operations & Strategic Support

+ Support the CEO with strategic initiatives, organizational priorities, and cross-functional projects.

+ Conduct research, compile data, and prepare executive summaries to support business decisions.

+ Track key initiatives, project milestones, and deliverables while ensuring accountability across departments.

+ Develop and maintain reports, dashboards, and tracking tools that provide visibility into organizational priorities.

+ Identify opportunities to improve operational efficiency and recommend process enhancements.

+ Assist with annual planning activities, leadership initiatives, and business operations as needed.

Relationship Management & Communication

+ Serve as a primary liaison between the CEO, executive leadership team, clients, advisors, and external business partners.

+ Foster strong relationships through timely, professional communication and exceptional service.

+ Coordinate executive leadership meetings and ensure follow-up on key decisions and action items.

+ Represent the Office of the CEO with a high level of professionalism, confidentiality, and executive presence.

Project Coordination

+ Lead administrative coordination for special projects and executive initiatives.

+ Monitor project timelines, priorities, and deliverables across multiple departments.

+ Partner with leadership to ensure projects remain on schedule and organizational objectives are achieved.

+ Assist with implementing new processes, systems, and operational improvements.

Requirements

Qualifications:

- At least 6 years of experience providing high-level administrative support, with substantial exposure to executive leadership environments.

- Strong background in calendar management, meeting coordination, travel planning, and expense reporting.

- Excellent written and verbal communication skills with the ability to prepare high-quality business materials.

- Advanced proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, and Teams.

- Demonstrated ability to manage sensitive information with sound judgment and discretion.

- Proven organizational and project coordination skills, with the ability to balance multiple deadlines and shifting priorities.

- Bachelor's degree in Business Administration, Communications, Finance, or a related field is preferred.

- Prior experience in financial services, banking, wealth management, business services, or a similar industry is preferred.

Talent Match®

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