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Robert Half Logo Robert Half · Office Administration

Executive Assistant

United States, La Jolla · Job Posted May 27, 2026
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Job Description

Robert Half is partnering with a prestigious and growing wealth management firm to identify a highly polished, proactive, and detail-oriented Executive Assistant to support executive leadership and advisory teams. This individual will serve as a trusted partner to the Managing Partner and senior advisors while acting as a key liaison for high-net-worth and ultra-high-net-worth clients. The ideal candidate thrives in a fast-paced, client-focused environment and brings exceptional organizational skills, professionalism, discretion, and the ability to manage competing priorities with grace under pressure.

Job Responsibility

  • Manage complex, high-volume calendars for the Managing Partner and senior advisors, prioritizing competing demands and optimizing scheduling efficiency
  • Coordinate meetings, conference calls, and events across internal teams, clients, and external stakeholders
  • Oversee inbox management, including prioritizing correspondence, drafting communications, and directing inquiries appropriately
  • Serve as a primary liaison for high-net-worth and ultra-high-net-worth clients, delivering a white-glove client service experience
  • Support business development initiatives by preparing client presentations, pitch materials, and tracking sales pipeline activity
  • Maintain CRM systems, including Salesforce, ensuring accurate client records, pipeline tracking, and timely follow-ups
  • Facilitate client onboarding, including preparation of account documentation and coordination with custodians and internal teams
  • Coordinate client meetings, firm events, and marketing initiatives, ensuring seamless execution and high-quality client experiences
  • Prepare meeting agendas, reports, presentations, and supporting materials for leadership and client interactions
  • Manage domestic and international travel logistics, including flights, accommodations, itineraries, transportation, and expense reporting
  • Generate and maintain weekly, quarterly, and ad hoc reports related to client activity, business development efforts, and pipeline progress
  • Lead client outreach initiatives, including quarterly scheduling and follow-up coordination
  • Support financial administrative functions, including expense reporting, invoice processing, reconciliation, and vendor communications
  • Oversee day-to-day office operations, including document management, mail distribution, process improvements, and operational coordination
  • Provide cross-functional administrative support to leadership and advisory teams
  • Handle sensitive financial and personal information with the highest level of confidentiality and professionalism
  • Ensure compliance with firm policies, regulatory standards, and operational procedures
  • Support firmwide events, conferences, and client seminars by coordinating logistics across multiple teams and calendars
  • Assist with HR-related and multi-state administrative matters as needed
  • Provide occasional personal and property management support, including vendor coordination, scheduling, and expense oversight

Requirements

  • 5+ years of experience in executive support, administrative support, office operations, or related roles
  • financial services or professional services experience strongly preferred
  • Exceptional organizational and time-management skills with the ability to manage multiple priorities in a fast-paced environment
  • Strong written and verbal communication skills with a polished and professional demeanor
  • Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
  • Experience with Salesforce or other CRM systems preferred
  • Strong attention to detail, accuracy, and follow-through
  • Ability to exercise sound judgment and maintain strict confidentiality
  • Strong problem-solving skills and a proactive, solutions-oriented mindset
  • Exceptional interpersonal skills and a strong client service orientation
  • Ability to work independently while collaborating effectively across teams
  • Flexibility to work occasional evenings or weekends in support of business needs and events

What we offer

  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
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