Job Description

Description Executive Assistant & Office Administrator (Leave Coverage) Client is looking for Executive Assistant & Office Administrator to provide exceptional support to the Principal and keep daily office operations running smoothly. This is a blended role supporting executive needs, client experience, office administration, and digital/financial document management. Ideal for someone who thrives in a fast-paced, high-trust environment where discretion, common sense, and attention to detail are everything. WHAT YOU'LL DO Executive Support + Own the Principal's calendar - schedule meetings, calls, and follow-ups. + Coordinate all travel (air, hotel, transportation) and event registrations. + Maintain websites and manage LastPass logins. + Update Outlook contacts and organize digital folders for meetings, travel, and clients. + Draft and prepare communications, including fund notices, emails, and personal correspondence. + Plan client events, company outings, and special projects. + Manage expenses, RSVPs, holiday mailings, and gift coordination. + Assist with personal tasks and day-to-day needs to keep the Principal operating efficiently. Office Administration + Manage all incoming and outgoing mail (USPS, UPS, FedEx). + Answer calls, screen voicemails, and monitor office access points. + Order supplies and maintain office, kitchen, and swag inventory. + Keep the office tidy - water plants weekly and manage dishwasher schedule. + Coordinate Friday lunches, catering, meeting setups, and reservations. Client & Data Management + Update Salesforce/Wealthbox and Precise FP with client and fund documents. + Download, scan, and file statements, tax documents, and notices. + Deposit checks (Schwab), manage legal notices, and support client services. + Track AMEX receipts, reconcile statements, and create expense reports. + Manage digital subscriptions (Adobe, WSJ, Canva, etc.). Operations & Project Support + Assist COO with onboarding new hires (IT setup, swag, orientation). + Support or lead office projects - moves, build-outs, technology upgrades. + Document SOPs and maintain organized, repeatable processes. + Oversee swag inventory, client gifts, and birthday celebrations. Requirements Outlook · Salesforce · Wealthbox · Precise FP · LastPass · Schwab · Microsoft Office · AI Tools 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 ( and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Contract work, Temporary work, Work at office,

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