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Description

About the Firm

We are a privately held wealth management, accounting, and family office services firm. Founded in 2005 as a virtual-first organization, we now serve clients across 35 states with specialties in advisory, risk management, tax, and CPA services. Our Boca Raton office serves as a client-facing hub, supporting our mission to deliver tailored financial strategies and family office solutions.

The Opportunity

We are seeking a Full-Time Executive Assistant to support two senior partners and provide seamless operational, administrative, and compliance support across our advisory and family office practices. This is a replacement role for a long-tenured assistant who is pursuing her PhD after 5 years with the firm. The ideal candidate will be proactive, detail-oriented, and highly adaptable, with the ability to manage complex scheduling, compliance deadlines, and occasional personal support.

Key Responsibilities

+ Provide executive-level support to senior advisory partners, including calendar management, travel coordination, and meeting preparation.

+ Coordinate and support 6–8 business trips annually, including conferences, networking events, and trips to California (1–3 days each).

+ Manage office workflows, compliance processes, and client deliverables with accuracy and timeliness.

+ Prepare, edit, and maintain professional correspondence, presentations, and reports.

+ Assist with compliance requirements across multiple states on an annual basis.

+ Maintain discretion while occasionally handling personal tasks (e.g., errands, scheduling services).

+ Collaborate with internal teams to support firm initiatives, including new service package launches.

+ Ensure accurate tracking and reporting in Excel and MS Office Suite.

Qualifications

+ 4–8 years of professional experience post-college, ideally supporting executives in finance, legal, accounting, or related industries.

+ Bachelor’s degree in business, finance, or related field preferred.

+ Strong proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint).

+ Highly detail-oriented with strong organizational skills and the ability to manage multiple priorities.

+ Exceptional communication and interpersonal skills; professional presence as a representative of the firm.

+ Flexibility to support partners working across time zones, including occasional evening availability.

+ Ability to travel occasionally (approx. 6–8 trips/year).

Cultural Fit

We are looking for someone who embodies professionalism, energy, and intellectual curiosity—someone who can quickly pick up new concepts, ask clarifying questions, and thrive in a fast-paced advisory environment. A successful candidate will be:

+ Detail-oriented and organized

+ Professional yet approachable

+ A strong communicator and problem-solver

+ Comfortable with evolving priorities and deadlines

Requirements

Qualifications

+ 4–8 years of professional experience post-college, ideally supporting executives in finance, legal, accounting, or related industries.

+ Bachelor’s degree in business, finance, or related field preferred.

+ Strong proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint).

+ Highly detail-oriented with strong organizational skills and the ability to manage multiple priorities.

+ Exceptional communication and interpersonal skills; professional presence as a representative of the firm.

+ Flexibility to support partners working across time zones, including occasional evening availability.

+ Ability to travel occasionally (approx. 6–8 trips/year).

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .