Job Description
Description
Robert Half is partnering with a growing wealth management firm seeking a polished and proactive Senior Administrative Assistant to support senior leadership and ensure smooth day-to-day office operations. This role is ideal for a detail-oriented professional who thrives in a fast-paced, client-focused environment and enjoys balancing executive support, operations, and client service responsibilities.
Key Responsibilities
+ Provide high-level administrative support to advisors and leadership team members
+ Manage complex calendars, scheduling, and meeting coordination
+ Prepare and edit client correspondence, reports, presentations, and financial documents
+ Coordinate client meetings, onboarding materials, and follow-up communications
+ Maintain accurate client records and documentation in CRM systems
+ Assist with account paperwork, compliance documentation, and operational processes
+ Scree...
Robert Half is partnering with a growing wealth management firm seeking a polished and proactive Senior Administrative Assistant to support senior leadership and ensure smooth day-to-day office operations. This role is ideal for a detail-oriented professional who thrives in a fast-paced, client-focused environment and enjoys balancing executive support, operations, and client service responsibilities.
Key Responsibilities
+ Provide high-level administrative support to advisors and leadership team members
+ Manage complex calendars, scheduling, and meeting coordination
+ Prepare and edit client correspondence, reports, presentations, and financial documents
+ Coordinate client meetings, onboarding materials, and follow-up communications
+ Maintain accurate client records and documentation in CRM systems
+ Assist with account paperwork, compliance documentation, and operational processes
+ Scree...