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RH
Robert Half
Administrative Assistant - Wealth Management
Career Insights for Office / Administrative Assistant (General)
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Scorecard
Based on California data
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What they do
An Office or Administrative Assistant performs administrative work in an office. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails, routes mail and maintains calendars and schedules.
$50,177 / year median in California
-12% projected decline
Job 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.
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.