Administrative Assistant - Wealth Management

Description

Polished. Organized. Discreet. Proactive.

That's the combination our client is looking for.

A well-established wealth management firm in Rancho Santa Fe is adding an Administrative Assistant to support a small team of financial professionals and executives. This is an ideal opportunity for someone who enjoys a professional, polished environment and understands that great administrative support is about anticipating needs—not simply completing a task list.

You'll work with confidential client information, coordinate schedules, prepare documents, and help ensure the office runs seamlessly.

You'll be the person behind the scenes who:

📆 Keeps calendars under control

Coordinate meetings, appointments, conference calls, and executive schedules.

✈️ Makes travel painless

Arrange itineraries, reservations, and travel-related documentation.

📊 Makes information easy to find

Prepare reports, presentations, spreadsheets, and client materials.

📞 Keeps communication moving

Interact professionally with clients, vendors, and business partners.

🔐 Handles sensitive information appropriately

Maintain confidential financial and client documentation with discretion.

✅ Makes sure nothing gets forgotten

Track follow-ups, deadlines, action items, and outstanding requests.

Requirements

We're looking for someone with:

• 3+ years of administrative or executive support experience

• Experience supporting executives, financial professionals, or professional services teams preferred

• Excellent Microsoft Office and Outlook skills

• Strong calendar management abilities

• Exceptional attention to detail

• Professional written and verbal communication

• Ability to prioritize without constant direction

• High level of discretion and confidentiality

• A proactive personality and polished presence

This would be a particularly strong fit for: an experienced Administrative Assistant, Executive Assistant, Office Coordinator, or Client Services professional ready to move into a more sophisticated office environment.

TalentMatch®

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.

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