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...