Executive Assistant

Description We are looking for an Executive Assistant to provide dependable, in-office support to a growing wealth management firm in California. This contract-to-permanent opportunity is well suited for someone who thrives in a detail-oriented, fast-paced setting and can balance both routine administrative work and higher-level coordination for a distributed leadership team. The role requires sound judgment, strong communication, and a highly organized approach to helping executives and internal teams stay aligned and efficient. Responsibilities: u2022 Provide day-to-day administrative support for a team of seven leaders working across multiple locations, ensuring priorities are tracked and completed accurately. u2022 Serve as an in-office point of coordination by managing correspondence, follow-ups, documentation, and general administrative needs for executives and staff. u2022 Create and maintain organized processes, checklists, and workflow tools that improve consistency and clarify expectations for employees. u2022 Prepare, update, and organize spreadsheets, reports, and other business documents using Microsoft Excel and related office applications. u2022 Communicate with internal teams and external contacts in a clear and courteous manner, delivering a high level of service and responsiveness. u2022 Handle a mix of tactical and more advanced administrative tasks, adjusting quickly as business needs shift throughout the week. u2022 Support operational collaboration across departments such as technology, human resources, finance, accounting, marketing, and legal when administrative assistance is needed. u2022 Help maintain an efficient office environment by staying attentive to detail, managing competing requests, and following through on outstanding items. Requirements u2022 At least 2 years of experience in an executive assistant or comparable administrative support role. u2022 Strong attention to detail with the ability to manage multiple responsibilities accurately in a fast-moving environment. u2022 Excellent written and verbal communication skills, along with a detail-oriented and service-focused approach. u2022 Proficiency with Microsoft Excel, including comfort working with formulas, tracking tools, and organized data sets. u2022 General technical aptitude and the ability to learn new systems and tools quickly. u2022 Prior experience in financial services is preferred. u2022 Bacheloru2019s degree preferred. u2022 Reliable work ethic and the ability to work on-site four days per week in Carmel, California. TalentMatchu00ae Robert Half is the worldu2019s 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 ( 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.

Created: 2026-04-27