Asset & Wealth Management, Private Wealth, Administrative Assistant, San Francisco

Job description

Qualifications: Candidate must be located onsite in the San Francisco office as this role is fully onsite. - 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 t...