Executive Assistant

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

• Serve as a trusted partner to the CEO, proactively managing a complex calendar, competing priorities, and daily business activities.
• Cook up executive meetings from planning through execution, including scheduling, preparing agendas and meeting materials, documenting action items, and ensuring timely follow-up.
• Coordinate 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.
• Cook up 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.
• 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.
• Aid with annual planning activities, leadership initiatives, and business operations as needed.
• 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.
• Cook up 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.
• Lead administrative coordination for special projects and executive initiatives.
• Mind project timelines, priorities, and deliverables across multiple departments.
• Partner with leadership to ensure projects remain on schedule and organizational objectives are achieved.
• Aid with implementing new processes, systems, and operational improvements.

Talents

• 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.