Asset & Wealth Management, Private Wealth, Administrative Assistant, San Francisco
$65k - $110kGoldman Sachs
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. Goldman Sachs
- ...opportunities About the division Wealth Management includes Private Wealth Management, Goldman... ...Associate Locations San Francisco, California, United States Areas of the Firm Asset & Wealth Management Anaplan... ...Financial Wellness & Retirement We assist employees in saving and...PrivateAssetFull timeWork at office
$75k - $160k
...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...the Associate level, the expected base salary for this San Francisco, California, United States-based position is [$75,000 - $...PrivateAssetFull timeTemporary workPart time- ...the world's leading asset managers with over $2 trillion... ...pension plans, sovereign wealth funds, insurance... ...largest managers of private capital globally. Life... ...and will be based in San Francisco. Responsibilities Drive... ...weekly dashboard and assisting on sourcing and...PrivateAssetWorldwide
$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$200k - $300k
...counselors joining Citi Wealth will be distinguished... ..., growing, and managing investment relationships... ...with wealth planning and private banking services to optimize... ...Citi, its clients and assets, by driving compliance... ...Counselor Full time San Francisco, California, United...PrivateAssetFull time$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$85k - $270k
...stewards of significant wealth, and you will continue... ...' legacies. Wealth Management Across Wealth... ...data, and design. Private Family Office The Goldman... ..., safeguard client assets and legacies. Dynamic... ...base salary for this San Francisco, California, United States...PrivateAssetFull timeTemporary workPart timeWork at office$75k - $160k
...exceptional client experience. Wealth Management Across Wealth Management... ..., data, and design. Private Family Office The... ...interaction with clients, assistants and their outside advisors.... ...expected base salary for this San Francisco, California, United States-...PrivateAssetFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...Partners, Relationship Manager, etc.) Organize client... ...Citigroup, its clients and assets, by driving compliance... ...--- Job Family Group: Private Client Coverage ------... ...--- Primary Location: San Francisco California United...AssetFull 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- ...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
$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$25 - $30 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisor (FA) requests Assists with ensuring practices are... ...Management Prioritization Administrative Services Emotional Intelligence... ...details US - CA - San Francisco - 555 California St - Bofa...PrivateHourly paySeasonal workWork at officeWork from homeShift workDay shift$250k
...businesses and sources of wealth generation.... ...connections to the Citi Private Bank. Effectively manage client expectations... ...operational and administrative services.... ...Citigroup, its clients and assets, by driving compliance... ...Location San Francisco, California, United...PrivateAssetFull time$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$250k
## Managing Director, Private Banker, Downtown San FranciscoApplylocations: San Francisco California United Statestime type:... ...businesses and sources of wealth generation.*... ...effective operational and administrative services.* Sets an... ..., its clients and assets, by driving...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$106.25k - $125k
...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$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$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$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$85k - $270k
AWM, Private Bank, Capital Markets (Securities-Based... ...Lending), Vice President - San Francisco San Francisco, CA, United States Wealth Management Across Wealth... ...solutions involving private assets. All team members are... ...& Retirement We assist employees in saving and...PrivateAssetFull timeTemporary workPart timeWork at office$75k - $125k
Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San Francisco Job Description YOUR IMPACT As a Financial Planner, you will be instrumental... ...to‑face interaction with clients, assistants and their outside advisors....PrivateAssetFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
- ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and... ...relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of...Asset
$125k - $150k
...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- ...global financial institution is seeking a Private Banker to provide holistic advice to offshore clients, focusing on wealth management and investment strategies. The role... ...opportunity to work at a leading financial firm in San Francisco. #J-18808-Ljbffr JPMorgan Chase & Co.Private
$250k
...for the area. Citi Private Bank’s objective is to... ...establishing, growing and managing investment... ...alternative investments with wealth planning and private banking... ...across currencies, asset classes, markets and... ...Primary location: San Francisco, California, United States...PrivateAssetFull timeLocal area$157k - $285k
...Specialist is a sophisticated wealth expert that focuses on... ...experience in wealth management and effectively... ...with wealth advisors and private client bankers, you... ...their needs Generate new assets under management... ...more. Base Pay/Salary: San Francisco, CA $157,000.00 - $285...Asset
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
- assisted living manager San Francisco, CA
- assistant city manager San Francisco, CA

