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Description

Position Overview

The Executive Assistant & Office Manager supports senior advisors while managing office operations within a wealth management firm. This role blends executive support, client service, and operational oversight for a high-touch, client-focused environment.

Key Responsibilities

Executive & Client Support

+ Manage calendars, meetings, and travel for senior advisors

+ Coordinate client meetings, reviews, and onboarding

+ Prepare client correspondence, presentations, and reports

+ Serve as a point of contact for high-net-worth clients

Office & Operations Management

+ Oversee office operations, facilities, and vendor relationships

+ Maintain client records, CRM systems, and documentation

+ Coordinate compliance-related documentation and workflows

+ Support office budgeting, expense tracking, and vendor payments

+ Assist with staff onboarding, training logistics, and scheduling

Requirements

Qualifications

+ 5+ years of executive assistant and/or office manager experience

+ Experience in wealth management, financial services, or family office

+ Strong client service and communication skills

+ High level of discretion handling sensitive financial information

+ Proficiency with Microsoft Office and CRM systems

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.

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