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Robert Half Executive Assistant in Seattle, Washington


An independent wealth and asset management firm with offices in Seattle, San Francisco, Santa Barbara, Silicon Valley, and Anchorage seeks an Executive Assistant to join their team! They provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via technology, where possible. Currently, they have over $8 billion of assets under advisement.

They live their values through collaboration, commitment and continuous improvement every day and welcome a new Executive Assistant to join them.

Executive Assistant Responsibilities:

  • This person will play a key, collaborative role in keeping business initiatives organized and on track and will be part of a team that offers a dynamic, inclusive, and engaging working environment

  • Support the General Counsel in coordinating signatures & notarizations, creating spreadsheets, preparing presentations, and other needs that arise

  • Maintain and update the contract database ensuring critical details are captured in their system

  • Assist the General Counsel in filing important documents and maintaining organized books and records for Freestone’s Legal Department

  • Schedule executive meetings and provide extensive calendar management for the firm’s senior management, while anticipating needs, prioritizing requests, and efficiently resolving/troubleshooting conflicts that arise

  • Coordinate flights, accommodations, and transportation arrangements for the firm’s senior management and candidates coming in for interviews

  • Ensure meeting resources (conference room size, technology needs, catering, etc.) are anticipated and provided for both onsite and off-site events, serving as a liaison with both internal and external parties

  • Responsible for reconciling and processing expense reports for the firm’s senior management

  • General Administrative and Special Project Support

  • Work in coordination with other Freestone Administrators to assist with daily incoming mail processing, outgoing client mailings, and Freestone’s catered lunch program

  • Assist with front reception desk coverage when backup assistance is needed

  • Lead and coordinate on ad hoc administrative projects as they arise

Full-time, Monday – Friday

Hybrid: On-site 4 days/week in Seattle, Washington 1 day at home

For immediate consideration, please do not hesitate in applying now! Please email your resume DIRECTLY to Daniella[dot]Nolasco[at]RobertHalf[dotcom]. I look forward to hearing from you!


Executive Assistant Qualifications:

  • At least 1+ years of administrative experience, preferably in the wealth management industry

  • Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

  • Poised and polished professional with excellent oral and written communication skills

  • Team oriented character with an exceptionally strong work ethic

  • A high energy level personality with a positive attitude towards challenges

Apply in confidence today - this position will be staffed by the end of the week!

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