Asset & Wealth Management, Private Wealth, Administrative Assistant, San Francisco
$65k - $110kThe Goldman Sachs Group
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 $65,000-$110,000. 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. #J-18808-Ljbffr The Goldman Sachs Group
- ...Administrative Assistant For Top Private Wealth Advisors 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...PrivateAssetWork at office
- Private Wealth Client Relationship Manager - Bank of America Corporation, San Francisco, CA Merrill Wealth Management is a leading provider of comprehensive wealth management... ...as well as opportunities to increase client assets. Responsible for the management and...PrivateAssetContract workWork experience placementWork at officeImmediate startWork from homeHome officeShift workDay shift
$75k - $160k
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...At the Associate level, the expected base salary for this San Francisco, California, United States-based position is [$75,000 - $...PrivateAssetFull timeTemporary workPart time- Asset & Wealth Management, Growth Equity Investing, Associate - San Francisco / New York Bringing together traditional and alternative investments... ...of alternatives, including private equity, growth equity,... ...Wellness & Retirement We assist employees in saving and planning...PrivateAssetFull timeWork at officeWorldwide
$75k - $160k
Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes... ..., the expected base salary for this San Francisco, California, United States-based... ...Financial Wellness & Retirement We assist employees in saving and planning for...PrivateAssetFull timeTemporary workPart timeWork at office$75k - $100k
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$125k - $160k
...world’s largest alternative asset manager. We seek to create positive... ...investment vehicles focused on private equity, real estate, public... ...4 years, Blackstone Private Wealth has delivered industry-... ...Private Wealth team is seeking a San Francisco-based Sales Professional to...PrivateAssetWork at officeLocal areaFlexible hours$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding Areas Join to apply for the J.P. Morgan Wealth Management - Private... .... The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out...Asset$85k - $270k
...The Goldman Sachs Private Family Office... ...planning needs and manage their financial affairs... ...planning and wealth transfer,... ..., Coordinate and Administration Advise, coordinate... ...risk and protect assets. Liquidity and Cash... ...salary for this San Francisco, California, United...PrivateAssetFull timeTemporary workPart timeWork at office- ABOUT THIS JOB The Private Family Office provides proactive financial... ...specific planning needs and manage their financial affairs. Our... ..., estate planning and wealth transfer, employee benefits,... ...face interaction with clients, assistants and their outside advisors....PrivateAssetApprenticeshipWork experience placementWork at office
$85k - $270k
...stewards of significant wealth, and you will continue... .... OUR IMPACT Wealth Management Across Wealth... ...technology, data, and design. Private Family Office The... ...planning, safeguard client assets and legacies. Dynamic... ...base salary for this San Francisco, California, United States...PrivateAssetFull timeTemporary workPart timeWork at office$106.25k - $125k
...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- ...protecting the reputation of the firm, managing risk and helping to advance the... ...appropriately pursue global market opportunities. Private Wealth Management Compliance is seeking an... ...join our team and be based out of our San Francisco office. The primary responsibilities...PrivateWork at office
$68k - $120k
Address San Francisco, CA, USA Industry Banking and finance POSITION SUMMARY: The Wealth Management Associate is often the first point of contact... ...the Financial Advisor / Private Wealth Advisor, this industry... ...input from team members Assists Financial Advisors /...PrivateTemporary workWork experience placementWork at officeLocal area$120k - $225k
Wellington Management Company is searching for a Regional Director - Wealth (Wholesaler) based in San Francisco. This professional will generate investment... ...market both public and private strategies. Requirements... ..., and expertise in asset management. The position...PrivateAssetRemote job$80k - $120k
...Description Evercore Wealth Management LLC, a subsidiary of... ..., Palm Beach, San Francisco and Tampa. Additionally... ...CPAs, attorneys). Assist in compliance processes... ...management or trust administration, preferably in a client... ...in raising public, private capital, delivers...PrivateWork at officeLocal area$160k - $255k
LOCATION San Francisco, California (Full time, partially remote) Availability Full‑time position... ...Wetherby (LNW) is seeking a full‑time Wealth Manager to join our team. The Wealth Manager... ...investment solutions across all asset classes. Design and guide the implementation...AssetFull timeContract workWork experience placementWork at officeRemote workFlexible hours2 days per week3 days per week$200k - $300k
...Global Wealth brings together the full power of Citi to serve... ...partner to lawyers, accountants, asset managers and management professionals... ...with wealth planning and private banking services to optimize... ...Compensation Primary Location: San Francisco, California, United States....PrivateAssetFull time$206.5k - $300k
...Job Description The Private Wealth Strategist, part of Merrill... ...Private Wealth Management (PWM) that works closely... ...recommendations and assist Advisors to implement... ...succession, global asset allocation, risk management... ...details US - CA - San Francisco - 555 California St -...PrivateAssetPrivate practiceWork at officeWork from homeShift workDay shift- ...together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated... ...Management invests in the full spectrum of alternatives, including private equity, growth equity, private credit, real estate and infrastructure...PrivateAssetWorldwide
$170k - $210k
...planning, investment management, business management,... ...up to $70 billion in assets. The Barron's top RIA... ...and challenges. Regis Wealth Advisors work hand-in-... ...help a wide range of private investors, business owners... ...sick days ~ Employee Assistance Plan ~ Family Medical...PrivateAssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $130k
Blackstone Private Wealth Client Services, Analyst Blackstone is the... ...world’s largest alternative asset manager. We seek to create positive... ...Blackstone expert for advisors. Assist Financial Advisors with... ..., teams, and clients San Francisco Fair Chance San Francisco Applicants...PrivateAssetLocal areaFlexible hours- Boston Private is a leading wealth management, trust, and private banking company with a national presence. Headquartered... ...in the major markets of Boston, San Francisco, San Jose, Los Angeles and Palm... ...net worth clients ($5+mm in liquid assets). They are responsible for the...PrivateAsset
$175k - $200k
...world’s largest alternative asset manager. We seek to create positive... ...investment vehicles focused on private equity, real estate, public... .... Blackstone Private Wealth was established to meet the... ...preferred, but not required. San Francisco Applicants: Blackstone will...PrivateAssetLocal areaFlexible hours$120k - $225k
...Regional Director - Wealth (Wholesaler) Location San Francisco, United States... ...individual to fill a Wealth Management, Alternatives... ...Wellington’s public and private investment... ...candidate will bring broad asset management... ...Commuter program Employee assistance program Life and...PrivateAssetRemote workFlexible hours1 day per week$125k - $290k
Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. With more... ...advisory services across public and private markets for the world's foremost institutions... ...group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It designs...PrivateAssetFull timeTemporary workPart time$75k - $160k
Wealth Management Across Wealth Management, Goldman Sachs helps... ..., data and design. Private Wealth Management (... ...strategic and tactical asset allocation as well as... ...in Salesforce Assist in the day‑to‑day management... ...base salary for this San Francisco, California, United...PrivateAssetFull timeTemporary workPart time$116.2k - $212.9k
...York, Philadelphia, Raleigh, San Francisco, San Jose, Seattle,... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...comprehensive and specialized tax assistance tailored to the unique... ...facets of hedge fund, private equity fund and mutual fund...PrivateAssetWork experience placementSummer holidayLocal areaFlexible hours$300k - $325k
Private Wealth Advisor job at ECG Resources. San Francisco, CA. Responsibilities & Compensation Work directly with clients to drive business and expand client base Meet with prospects and referral sources in order to develop and cultivate a book of business Trailing commission...Private$225k - $275k
...Applylocations: New Jersey: San Francisco: Miami: Boston: New... ...s largest alternative asset manager. We seek to create... ...investment vehicles focused on private equity, real estate,... ...Unit:** The Private Wealth Public Funds (PWPF)... ...of meeting materials* Assist with private placement...PrivateAssetLocal areaFlexible hours
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!
- assistant lab manager San Francisco, CA
- assistant director of sustainability San Francisco, CA
- executive team assistant office manager San Francisco, CA
- assistant manager mines San Francisco, CA
- assistant director government San Francisco, CA
- assistant service manager San Francisco, CA
- assistant manager in training San Francisco, CA
- management aide San Francisco, CA
- assistant outlets manager San Francisco, CA
- assisted living manager San Francisco, CA

