Executive Assistant

Description We are looking for an experienced Executive Assistant to support leadership and deliver high-quality client service within a wealth management environment. This long-term contract position is ideal for a highly organized individual who can manage executive priorities, oversee client-related administrative activities, and maintain a seamless experience for clients and partners. The role focuses on coordination, documentation, and operational support rather than investment analysis or advisory functions.

Success in this position requires discretion, strong follow-through, and familiarity with the workflows commonly used in financial services offices.

Responsibilities:

- Manage executive calendars, schedule meetings, coordinate appointments, and handle travel planning to keep leadership organized and prepared.

- Maintain accurate client information, activity records, and follow-up tasks within the firm's CRM or comparable wealth management platform.

- Prepare paperwork and supporting materials for client meetings, onboarding activities, and ongoing service requests.

- Partner with custodians and external financial platforms to process account-related documentation and resolve administrative items efficiently.

- Support operational requests such as account openings, asset transfers, beneficiary updates, required distributions, and cash movement transactions.

- Monitor outstanding client needs from intake through completion, providing timely updates and proactive follow-up when necessary.

- Organize confidential electronic files and documentation to ensure records remain complete, secure, and easy to access.

- Communicate effectively with clients, vendors, and external service providers while representing the firm with a high level of care.

- Contribute to special projects and help improve internal administrative procedures that strengthen day-to-day workflow efficiency. Requirements

- At least 2 years of experience in wealth management, investment advisory, or another financial services setting.

- Practical experience using Wealthbox, redtail, Advisorengine or a similar CRM designed for advisory or wealth management practices.

- Familiarity with custodial platforms such as Fidelity, Charles Schwab, Altruist, Pershing, or related providers.

- Strong understanding of client service coordination, account documentation, and administrative processes in a private wealth environment.

- Demonstrated ability to manage calendars, meetings, travel arrangements, and multiple priorities with minimal supervision.

- Excellent written and verbal communication skills, along with strong organizational judgment and attention to detail.

- Proficiency with Microsoft Office, Google Workspace, and standard business technology tools.

- Ability to handle sensitive client and executive information with professionalism and confidentiality.

Talent Match®

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  for more information.

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