Executive Administrative Assistant, Private Client Group
Dodge-
Dodge & Cox is seeking an experienced Administrative Assistant to support the Private Client Group team in San Francisco. This role acts as a strategic enabler, managing calendars, coordinating meetings, and ensuring accurate client data management. The ideal candidate has excellent communication skills, is detail-oriented, and is proactive in meeting the administrative needs of senior professionals. A competitive salary and comprehensive benefits package are offered. #J-18808-Ljbffr Dodge-
$100k - $120k
Dodge & Cox is seeking an experienced, dynamic, and self-motivated Administrative Assistant to support the Private Client Group (PCG) team, including the Head of Private Client Service, Client Portfolio Managers (CPMs), and Client Service Associates (CSAs). This role functions...Private clientWork at office$100k - $120k
Cox Worldwide Funds plc in San Francisco is seeking an experienced Administrative Assistant to support their Private Client Group team, overseeing logistics and daily operations. Candidates should have excellent communication skills, a detail-oriented approach, and proficiency...Private clientWork at officeWorldwide- ...Wealth practice. The successful candidate will work with a diverse client base, including high-net-worth families and individuals. This role involves collaboration with the Private Client Industry Group, supporting clients primarily in California’s technology, real estate...Private client
$110k - $140k
...Executive Assistant About Everest Everest is redefining executive support by striking the perfect... ...providing the human oversight and partnership clients want and need. Great executive... ...management infrastructure. This role is with a private client. All inquiries will be handled...Private client- Baker Tilly Advisory Group, LP is seeking a Business Development Director to drive growth within the Private Client sector. This senior role will focus on identifying business opportunities and developing client relationships with high-net-worth individuals and family...Private client
- ...role involves working with a diverse client base, including high-net-worth individuals... .... The candidate will support the Private Client Industry Group in building and maintaining client... ...worth and ultra-high-net-worth clients. Assist in developing and expanding client...Private client
$200k - $300k
...strategies for the area. Citi Private Bank’s objective is to further... ...needs of ultra-high net worth clients in the US. Responsibilities... ...clients on brokerage activity and execute trades seamlessly.... ...degree preferred Job Family Group: Private Client Product Services...Private clientFull timeLocal area- ...services to an Ultra high Net Worth client base in the United States.... ...strategies with the Private Bankers. Conduct sophisticated... ...and ordinances. If you need assistance and/or a reasonable accommodation... ...65) is required for CGMI. Group 1 insurance Proficient in...Private client
$70k - $200k
...investment services to an Ultra high Net Worth client base in the United States.* Manage... ...jointly develop financial strategies with the Private Bankers.* Conduct sophisticated economic... ...----------------------------**Job Family Group:**Private Client Coverage----------------...Private clientFull time- ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to...Private clientWork experience placementPrivate practiceLocal area
- ...Executive Assistant in Healthcare Become an integral part of the Healthcare... ...to represent the manager/group with professional courtesy... ...executive level internal clients across the lines of businesses... ...At least five years of administrative experience Advanced ability...Work at office
$36.54 - $62.5 per hour
...and quality. As an Executive Assistant in Commercial & Investment... ...able to represent the manager/group with professional courtesy... ...executive level internal clients across the lines of businesses... ...At least five years of administrative experience Advanced ability...Work at office$235k - $390k
...About the Practice Group advises the world's leading private equity firms through the full spectrum of transactions... ...exit. We help our private equity clients and their portfolio companies... ...-private transactions equip us to execute any transaction anywhere in the world...Private clientPrivate practice$210k - $307.2k
...Key responsibilities include assisting the Market Executive with establishing and... ...developing talent, and attending client meetings with the market... ...Responsibilities Manages a team of private client advisors and private... ...line of business and/or group; and the overall success of...Private clientTemporary workShift workDay shift- ...to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to...Private clientPrivate practiceLocal area
$70k - $120k
...to serve the entire continuum of wealth clients. The unified business supports ultra-high... ...individuals and family offices through Citi Private Bank, operates in the affluent and high-... ...Series 7, 66 (or 63 and 65) licenses Group 1 Insurance License This position requires...Private clientFull timeWork at office- ...goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways...Private clientTemporary workPrivate practiceWork at officeLocal area
$120k - $230k
...ultra-high net worth individuals, complex private client services, fiduciary or private... ...Silicon Valley, with our largest practice groups serving influential individuals and founders... ..., process improvements and externally assisting with client proposals; Track continuous...Private client$157.04k - $235.56k
...are strategically integrated into our client’s broader Wealth Management goals. Our... ...Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions... ...supporting the Citigold and Citi Private Client (CGCPC) segments. Lending Advisors...Private client$200k - $300k
...strategies for the area. Citi Private Bank’s objective is to further... ...needs of ultra-high net worth clients in the US. Responsibilities... ...clients on brokerage activity and execute trades seamlessly.... ...degree preferred Job Family Group: Private Client Product Services...Private clientFull timeLocal area- Overview The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ...from start date. Strong presentation skills in one-on-one and group meetings Strong working knowledge of Microsoft Office suite...Private clientWork at office
$87.03k - $138.97k
...PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY?... ...Supports Private Banking client teams in delivering... ...markets database tools. Assist Private Bankers in... ...tool. Lead in the administrative and follow up actions... ...Investment Management Services Group on the front-end on-...Private clientBank staffRemote workShift work- ...Executive Assistant Become an integral part of Commercial & Investment... ...able to represent the manager/group with professional courtesy... ...executive level internal clients across the lines of businesses... ...At least five years of administrative experience Advanced ability...Work at office
$81.07k
..., pension plans, and ultra‑high net worth private clients implement and manage custom investment portfolios... ...managers. Job Summary The Senior Team Assistant provides a wide variety of administrative functions to an assigned group, which may include Investment Directors,...Private clientLocal areaWorldwide$250k
...AUMs with Ultra High Net Worth clients. Experienced in constructing... ..., products and services Citi Private Bank offers to clients,... ...portfolio advice and after sales execution (in partnership with the Banker... ...-to-one settings, in small groups, and with larger audiences....Private clientFull timeTemporary work$75k - $90k
...organized, proactive Personal Assistant/Household Manager to... .... This role blends administrative coordination with real-life execution - ideal for someone who... ...planning, hospitality or private client services Experience... ...members of underrepresented groups, including but not...Private clientWork at office$200k - $300k
...successful professionals and executives. Job Summary We are seeking... ...experienced and highly motivated Private Banker to join our dynamic... ...acquiring new high-net-worth (HNW) clients. This role is crucial for... ...preferred. Job Family Group Private Client Coverage Job...Private clientFull time- ...goals. EisnerAmper is seeking a Tax Senior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic... ...find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts...Private clientTemporary workPrivate practiceLocal area
$88.99k - $108.93k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a coast‑to‑coast and global advantage in major regions of the... ..., Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through...Private clientLocal areaWorldwideVisa sponsorship$45 - $70 per hour
...seeking skilled Housekeepers and Executive Housekeepers for positions with our clients in the Bay Area. If you are local... ...candidates will have experience in private residences or luxury hotels, and... ...DM Estate Staffing: We are a group of dedicated estate staffing experts...Private clientHourly payFull timePart timeLocal areaRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Executive Administrative Assistant, Private Client Group. Be the first to apply!
- executive team assistant office manager San Francisco, CA
- executive assistant to president San Francisco, CA
- executive assistant - work from home: remote San Francisco, CA
- remote executive assistant San Francisco, CA
- executive legal assistant San Francisco, CA
- executive assistant work from home San Francisco, CA
- executive assistant real estate San Francisco, CA
- executive administrator San Francisco, CA
- senior executive assistant San Francisco, CA
- remote executive assistant (part-time) San Francisco, CA

