Asset & Wealth Management, Private Wealth, Administrative Assistant, San Francisco
Goldman 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. Job Info Job Identification 171865 Job Category Support Posting Date 05/12/2026, 08:04 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.
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...Description The Wealth Management Advisor (WMA) position... ..., trust administration, investment advisory... ...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- Asset & Wealth Management, Growth Equity Investing, Associate - San Francisco / New York location_on San Francisco, CA, United States Bringing... ...of alternatives, including private equity, growth equity,... ...Financial Wellness & Retirement We assist employees in saving and...PrivateAssetFull timeTemporary workWork at officeWorldwide
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Description Citizens Private Wealth is seeking a proactive,... ...Private Wealth Executive Assistant to provide dedicated support to a Managing Director, Wealth Manager, within our San Francisco office. This is a high... ...by managing complex administrative responsibilities,...PrivateWork at officeLocal areaWork from homeFlexible hoursShift work1 day per week$200k - $300k
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...planning, investment management, tax and estate planning... ...and challenges. Regis Wealth Advisors work hand-in-... ...help a wide range of private investors, business owners... ...ability to perform asset allocation and... ...and sick days Employee Assistance Plan Family Medical Leave...PrivateAssetTemporary workWork at officeLocal areaRemote workMonday to Friday- ...firm’s enterprise‑wide compliance risk management program. As an independent control... ...compliance groups. This supports the Private Wealth Management Business. Private Wealth Management... ...join our team and be based out of our San Francisco office. As part of this team, the...PrivateWork at office
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...Blackstone Private Wealth Financial Advisor Role Blackstone is the... ...world's largest alternative asset manager. We seek to create positive... ..., and more Assist in the oversight of third-party... ...colleagues, teams, and clients San Francisco Applicants: Blackstone will...PrivateAssetLocal areaFlexible hours
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