Job Description

Private Wealth Executive Assistant

Citizens Private Wealth, located in San Francisco, CA, is hiring a proactive and detail-oriented Private Wealth Executive Assistant to directly support a Managing Director, Wealth Manager. This role will be an integral member of the team, executing the strategies and operational activities related to growing the business. Directly supporting the Wealth Manager, the incumbent will have the ability to work independently and cross-collaboratively to manage multiple projects and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion. This includes scheduling of appointments and coordinating travel, preparation of external/internal correspondence, visitor screening, coordination of meetings and receptions, preparation of presentation materials and meeting agendas, office maintenance and ordering of supplies, expense reports, and complex inbox/calendar management. May assist in arranging client meetings/events (both on-site or off-site) as needed.

Primary Responsibilities

• Provide day-to-day support to the Private Wealth Manager, including expense management, travel coordination, scheduling, managing calendars and technology assistance.
• Monitor and respond to phone calls, emails, and other correspondence with professionalism and confidentiality.
• Support team members as needed to meet business deliverables.
• Build and document repeatable processes for tasks performed by the Private Wealth Manager and create/maintain templates for standard client communications.
• Prepare meeting agendas, take notes, track action items, and follow up as appropriate.
• Assist in preparing client presentations, reports, meeting materials and assist with special projects.
• Order and manage office supplies and equipment inventory and perform routine office tasks such as filing, data entry, photocopying, and organizing materials.

Qualifications

Previous administrative support experience of a senior executive required 2+ years minimum (calendar management, email, travel, expense reports, etc.)

Strong written and verbal communication skills within a sophisticated/high profile client service environment required

Competent with Technology & Systems such as SharePoint, Excel, PowerPoint, Concur (or similar software) and 3+ years' experience in MS Office (Outlook/Teams)

Attention to detail and effective time management, problem solving, organizing and prioritizing skills, required

Ideal candidate maintains a positive attitude in an environment with quickly changing priorities

Work effectively as part of a team in a fast-paced environment

Hours & Work Schedule

Hours per Week: 40

Work Schedule: M-F 8:30 AM-5:00 PM (some days will require staying later until 6:00 PM)

Will have ability to work from home 1 day/week, once acclimated

Pay Transparency

The salary range for this position is $75-100k per year, plus the opportunity to earn additional discretionary incentive and overtime. Citizens offers competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.

Job Tags

Similar Jobs