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

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.