Asset & Wealth Management, Private Wealth, Administrative Assistant, San Francisco
$65k - $110kGoldman Sachs Group, Inc.
Job Description Job Summary & Responsibilities: Provides dedicated administrative support to Top Private Wealth Advisors within the growing San Francisco Region of Private Wealth Management Philadelphia in a dynamic and fast-paced team environment Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and coordinates related logistics (including conference rooms, conferencing, and catering as needed). Handles highly confidential and sensitive client information with the utmost discretion. Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner. Coordinates logistics for PWM client calls & meetings, including scheduling, materials preparation, and day-of support. Coordinates a high volume of domestic and international travel arrangements, including visa procurement; processes expense reports accordingly and in a timely manner. Prepares and distributes correspondence, agendas, letters, reports or other documents as requested. Supports the onboarding of new hires with the Business Unit Manager across the region. Supports general office administrative duties (ticket distribution, copying, filing, faxing, archiving, supplies, etc), ad-hoc projects, facilities management and/or event planning as requested. Organizes and ships materials to clients as needed; tracks delivery and confirms receipt when appropriate. Partners with conference, catering, and other event vendors to support client engagements as needed. Maintains understanding of firm policies and can handle certain issues independently. Qualifications: Experience supporting high level executive(s) in a complex environment, preferably in financial services, private sector or government. Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information. Requires excellent interpersonal and communication skills (written & verbal), with a consistently professional presence. Extreme attention to detail and organizational skills, with ability to prioritize tasks. Quick learner and self-starter who anticipates needs and plans ahead. Proactive problem solver and independent thinker with strong follow-through; appropriately escalates and closes loops as needed. Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment. Highest degree of integrity, professionalism, and diplomacy is required. Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required. Familiar with expense platforms such as SAP Concur Supportive team player with a positive attitude. Ideal candidate has at least 5+ years of experience. Candidate must be located onsite in the San Francisco office as this role is fully onsite. Salary Range The expected base salary for this San Francisco, CA, United States-based position is $65000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here . Job Info Job Identification 171865 Job Category Support Posting Date 08/25/2026, 02:53 PM Locations San Francisco, CA, United States Healthcare & Medical Services We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also provide state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer. Learn More #J-18808-Ljbffr Goldman Sachs Group, Inc.
$65k - $80.2k
## Wealth Management AdvisorApplylocations: Gresham... ..., trust administration, investment advisory... ...with the team to assist clients and families... ...U.S. Bank's Asset Management Group... ...Extensive knowledge of private banking products... ...as well as the San Francisco Fair Chance...PrivateAssetTemporary workWork experience placementLocal area$100k - $170k
...Capital, Investment Associate - San Francisco location_on San Francisco, CA, United States Asset & Wealth Management A career with Goldman Sachs... ...solutions across leading private equity funds, co-investment... ...Capitalteam. The Associate will assist in sourcing, analyzing, and...PrivateAssetFull timeTemporary workPart timeWork at office- Fifth Third Bank in Boca Raton, Florida, seeks an Associate Wealth Management Advisor to support Wealth Management Advisors in client relationships with more than $2M in investable assets, delivering the Private Bank experience with high-quality service and advice-driven...PrivateAsset
- Leading the future of Wealth Management compliance data, the KYC Data Product... ...data quality, and AI-assisted SDLC practices that improve... ...transaction processing and asset management. We offer a competitive... ...investment management and private banking solutions. Asset Management...PrivateAsset
- Join JPMorganChase Wealth Management's Chief Data Office, a collaborative team focused on advancing... ..., financial transaction processing and asset management. We offer a competitive... ...industry-leading investment management and private banking solutions. Asset Management...PrivateAssetWork at office
- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset... ...of actuarial, recordkeeping, and administrative service providers—their roles,... ...preferably within wealth management, private banking, or brokerage firmsSpecific...PrivateAssetRemote work
- ...in days) to receive an alert: Private Wealth Banker Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range:... ...team members $53.2 billion in assets* $129.3 billion in assets under management and administration* $9.3 million donated to local...PrivateAssetLocal area
- ...Associate and AI Product Owner of Financial Insights in our Asset & Wealth Management Finance team, you will identify, design, and deliver AI-... ...Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals,...PrivateAssetWork at office
- ...Implementation Product Owner for Managed Investments, you will act on... ...us in shaping the future of wealth management advisory solutions... ...advisors to use across the U.S. Private Bank and U.S. Wealth channels... ...in discretionary and advisory assets while looking to save substantial...PrivateAssetWork at office
- ...Engineer III at JPMorganChase within Asset & Wealth Management (AM Services), you serve as a seasoned... ...Leverages enterprise-authorized AI coding assist tools within the work environment to... ...-leading investment management and private banking solutions. Asset Management provides...PrivateAsset
- ...And Account Data Product Manager Driving the future of Wealth Management, the Client and... ...development tasks and issues Assist in the design and... ...transaction processing and asset management. We offer a... ...investment management and private banking solutions. Asset Management...PrivateAsset
$137.4k - $233.6k
## Senior Banking Advisor, Wealth ManagementApplylocations: Chicago, ILtime type: Full... ...a global leader in innovative wealth management, asset servicing, asset management and banking... ...financial analysis and client servicing, private and commercial lending and/or leasing...PrivateAssetH1bWorldwideFlexible hours$180k - $254.8k
...personal philanthropy, and wealth transfer/tax... ...tax planning, and risk management. Responsibilities:... ...relationships and acquires new assets to achieve assigned... ...investing and administration. Ability to translate... ...(CA9193), US - CA - San Francisco - 555 California St -...PrivateAssetWork experience placementWork at officeWork from homeShift workDay shift$110k - $175k
...over $1 trillion in assets for some of the... ...spanning both public and private markets, with a primary focus on wealth and retirement... ...stakeholders, managing client activities,... ...a timely manner Assist with the regular investor... ...with our fund administrator, ensure production...PrivateAssetWork at officeWorldwide$130k - $160k
About Rockefeller Capital Management Rockefeller Capital Management was... ...$224 billion in client assets as of June 30, 2026. Position... ...partners. Experience with retail wealth management, brokerage products... ..., Supervision, Operations, Private Advisors, and business leadership...PrivateAssetWork at officeLocal area$85k - $90k
...Description: Pathstone is a growing wealth management firm serving ultra-high net... ...and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone... ...asset classes (e.g. stocks, bonds, private equity, real estate, energy, and...PrivateAssetSummer workWork at officeImmediate startFlexible hours$142.6k - $261.5k
...Banking and Capital Markets, Wealth and Asset Management and Insurance to address... ...asset managers, fund administrators, custodians, and fintech providers... ..., and expand access to private markets. You’ll... ...disability and either need assistance applying online or need to...PrivateAssetWork experience placementSummer holidayFlexible hours$91.44k - $111.76k
## Wealth Management Banker- West ChesterApplylocations: West Chester, OH... ...in Wealth Management private banking and/or senior level... ...holiday opportunities* Adoption assistance* Sick and Safe Leave accruals... ...Chance Act as well as the San Francisco Fair Chance Ordinance. U.S....PrivateTemporary workWork experience placementLocal area- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering... ...investment advice and solutions across markets and asset classes. The role requires 15+ years of experience, advanced...PrivateAsset
$83.92k - $125.88k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...Partners, Relationship Manager, etc.). Organize client events... ...safeguarding Citigroup, its clients and assets, by driving compliance with... ...experience. Job Family Group: Private Client Coverage Job Family:...AssetFull timeWork at office$5,000 per month
Description The Wealth Management Assistant (WMA) position is the first step to becoming a licensed... ...regulations, and policies. Provide Service administrative support to the Team. Generate... ...manage the more than $4 billion in assets entrusted to us. Committed to providing...AssetContract workWork at officeLocal areaRemote workWork from homeVisa sponsorship- Description Summary The Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high... ...Plan with a strong focus on capturing assets under management, loans, and deposits. Self...PrivateAssetWork at officeRemote workWork from homeFlexible hours
- KeyBank is seeking a Private Client Banker (PCB) to manage the end-to-end client relationship with a plan-based approach to financial advice. The PCB... ...financial solutions to clients with up to $2M in investable assets, gathering and documenting client data and providing...PrivateAsset
- Description Summary The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering,... ...s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires...PrivateAssetWork at officeRemote workWork from homeFlexible hours
- ...Costa Mesa, California, seeks a Senior Attorney to lead complex private wealth disputes, mentor junior lawyers, and shape the practice for... ...Orange County clients. You will work closely with the managing partners to drive strategy, client relationships, and matter...Private
- Goldman Sachs seeks a Global Change Manager within Asset & Wealth Management to lead high-priority initiatives across the division, coordinating with Deal Execution, Sales, Product Management, Operations and Engineers to ensure timely delivery and realized benefits. The...Asset
- THE ROLE This is a Wealth Advisor seat on the firm’s... ...owned and operated wealth management firm based in Nashville... ...client conversations — asset allocation, portfolio... ...requirements across entities Assist in the development of... ...M&A advisory, private equity, investment banking...PrivateAssetWork at office
- Stephens Inc. is offering a Private Wealth Management Intern position for Summer 2027 in Little Rock, AR. The program provides hands-on exposure to wealth management and related services, working with experienced professionals and a dedicated support team on business development...PrivateSummer workInternship
- Hamilton Lane is hiring a Vice President, Channel Marketing - Private Wealth in Conshohocken, PA. This role owns the Americas wealth marketing strategy, aligning content, campaigns, and events to drive advisor engagement and client acquisition. You will lead cross-functional...Private
- ...a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the... ...travel accident insurance. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial...PrivateAssetFull timeTemporary workPart timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management, Private Wealth, Administrative Assistant, San Francisco. Be the first to apply!
- executive team assistant office manager Brooklyn, NY
- management aide Brooklyn, NY
- sales assistant manager Brooklyn, NY
- assistant general manager agm Brooklyn, NY
- assistant community director Brooklyn, NY
- assistant director parks and recreation Brooklyn, NY
- assistant beverage manager Brooklyn, NY
- assistant city manager Brooklyn, NY
- assistant manager Brooklyn, NY
- target assistant manager Brooklyn, NY

