Executive Assistant to Managing Director, Private Wealth (San Francisco, CA)

Job description

Citizens Private Wealth is seeking a proactive, highly organized Private Wealth Executive Assistant to provide dedicated support to a Managing Director, Wealth Manager, within our San Francisco office. This is a high‑impact role for a detail‑oriented professional who thrives in a fast‑paced, relationship‑driven environment and enjoys being a trusted partner to senior leadership. As a key member of the Private Wealth team, you will play an integral role in day‑to‑day operations, client engagement, and cross‑team collaboration. You’ll help keep the business running smoothly by managing complex administrative responsibilities, supporting team initiatives, and handling sensitive matters with discretion and professionalism. In this role, you’ll support the Wealth Manager and broader team by managing a wide range of responsibilities, including: - Provide comprehensive, day‑to‑day administrative support to the Wealth Manager, including complex calendar management, scheduling, travel coordination, expense reporting, and technology assistance. - Serve as a primary point of contact for emails and correspondence, responding with professionalism, urgency, and confidentiality. - Coordinate meet...