Executive Assistant to Managing Director Private Wealth (San Francisco CA)

Citizens Private Wealth is seeking a proactive highly organized Private Wealth Executive Assistant to provide dedicated support to a Managing Director Wealth Manager within our San Francisco office. This is a high‑impact role for a detail‑oriented professional who thrives in a fast‑paced relationship‑driven environment and enjoys being a trusted partner to senior leadership.

As a key member of the Private Wealth team you will play an integral role in day‑to‑day operations client engagement and cross‑team collaboration. You’ll help keep the business running smoothly by managing complex administrative responsibilities supporting team initiatives and handling sensitive matters with discretion and professionalism.

In this role you’ll support the Wealth Manager and broader team by managing a wide range of responsibilities including:

• Provide comprehensive day‑to‑day administrative support to the Wealth Manager including complex calendar management scheduling travel coordination expense reporting and technology assistance.
• Serve as a primary point of contact for emails and correspondence responding with professionalism urgency and confidentiality.
• Coordinate meetings client appointments and events (on‑site and off‑site) including preparing agendas presentation materials and follow‑up action items.
• Prepare internal and external correspondence reports and meeting materials; assist with special projects as needed.
• Build document and maintain repeatable processes and templates to improve efficiency and consistency for ongoing business and client tasks.
• Take meeting notes track deliverables and follow up on action items to ensure priorities stay on track.
• Support additional team members as needed to meet business objectives and deadlines.
• Manage office logistics including ordering supplies maintaining equipment inventory and handling routine administrative tasks such as filing data entry and document organization. 

Qualifications and Skills:

• Prior administrative support experience or experience within wealth management financial services or a client‑focused operational support role.
• Strong written and verbal communication skills with the ability to interact confidently in a sophisticated high‑touch client environment.
• Advanced proficiency with technology and systems including Microsoft Office (Outlook Teams) Excel PowerPoint SharePoint Concur (or similar tools) with at least 3+ years of experience.
• Exceptional attention to detail time management organization problem‑solving and prioritization skills.
• A positive adaptable mindset with the ability to remain composed and effective amid shifting priorities.

Proven ability to work independently and collaboratively within a fast‑paced team environment. 
Work Structure

• Hours per week: 40 (Nonexempt; OT eligible)
• Schedule: Monday–Thursday 8:30 AM–5:00 PM (some days may require staying until 6:00 PM). 
• Flexible work: 4 days in office requirement (101 California St. Location). Opportunity to work from home one day per week once acclimated

Pay Transparency

The salary range for this position is $75000.00-100000.00 per year plus the opportunity to earn additional discretionary incentive. Citizens offers competitive pay comprehensive medical dental and vision coverage retirement benefits maternity/paternity leave flexible work arrangements education reimbursement wellness programs and more. Note Citizens’ paid time off policy exceeds the mandatory paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits visit https://jobs.citizensbank.com/benefits. 

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.

Equal Employment and Opportunity Employer

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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. Any offer of employment will include further information.

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828 we’re committed to providing solutions and expertise that support our customers clients colleagues and communities in what’s next on their own unique journey. We invest in the humans who build the logic ideas and innovations that bring new technologies to life. Investments in AI cloud computing machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. 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. Whether you’re considering banking with us or looking to work with us you’ll find a customer-centric culture and a supportive collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits plus a diverse culture of people and perspectives we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving and we believe you can too.

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