Citizens · 13 hours ago
Private Wealth Executive Assistant (San Francisco)
San Francisco, CA
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $100K/yr
2+ years expCitizens Private Wealth is hiring a proactive and detail-oriented Private Wealth Executive Assistant to support a Managing Director, Wealth Manager. The role involves managing multiple projects, scheduling appointments, coordinating travel, and preparing communication materials while maintaining confidentiality and professionalism.
BankingCredit CardsFinancial ServicesFinTechRetail
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
Qualification
Required
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
Benefits
Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-01-22
Talk Business & Politics
2026-01-19
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