Executive Assistant Job at Robert Half (Carmel)

Executive Assistant

Robert Half

Location:
United States , Carmel

Category:
Office Administration

Contract Type:
Not provided

Salary:

Not provided

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Job 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.

Job Responsibility:

Provide day-to-day administrative support for a team of seven leaders working across multiple locations, ensuring priorities are tracked and completed accurately
Serve as an in-office point of coordination by managing correspondence, follow-ups, documentation, and general administrative needs for executives and staff
Create and maintain organized processes, checklists, and workflow tools that improve consistency and clarify expectations for employees
Prepare, update, and organize spreadsheets, reports, and other business documents using Microsoft Excel and related office applications
Communicate with internal teams and external contacts in a clear and courteous manner, delivering a high level of service and responsiveness
Handle a mix of tactical and more advanced administrative tasks, adjusting quickly as business needs shift throughout the week
Support operational collaboration across departments such as technology, human resources, finance, accounting, marketing, and legal when administrative assistance is needed
Help maintain an efficient office environment by staying attentive to detail, managing competing requests, and following through on outstanding items

Requirements:

At least 2 years of experience in an executive assistant or comparable administrative support role
Strong attention to detail with the ability to manage multiple responsibilities accurately in a fast-moving environment
Excellent written and verbal communication skills, along with a detail-oriented and service-focused approach
Proficiency with Microsoft Excel, including comfort working with formulas, tracking tools, and organized data sets
General technical aptitude and the ability to learn new systems and tools quickly
Prior experience in financial services is preferred
Bachelor's degree preferred
Reliable work ethic and the ability to work on-site four days per week in Carmel, California

Nice to have:

Prior experience in financial services
Bachelor's degree

What we offer:

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Additional Information:

Job Posted:
April 27, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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