Executive Assistant

Robert Half • Delray Beach, FL • 10h ago

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.

© 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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