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Citizens Wealth Management

Executive Assistant (Private Bank, Business Execution & Enablement)

United StatesPosted 1 weeks ago
remote

Job Description

The Executive Assistant provides primary administrative support to the Head of Business Execution and Enablement based in San Francisco, CA. This role enables effective execution of the Private Bank’s strategic priorities, including sales initiatives, business management, and enterprise coordination.

The position operates in a fast-paced, highly visible environment, requiring strong judgment, organization, and the ability to manage complex priorities across senior stakeholders.

Job Responsibilities

Executive Administrative Support

  • Manage complex, high-volume calendars for the Head of Business Execution and Enablement, including meeting scheduling, prioritization, and conflict resolution
  • Provide coordinated scheduling and administrative support to the Sales Enablement Team within the Head of Business Execution and Enablement’s organization
  • Coordinate domestic travel, itineraries, and logistics
  • Prepare daily agendas and ensure readiness for upcoming meetings
     

Inbox & Communication Management

  • Manage executive inboxes, including reviewing, prioritizing, and responding on behalf of the executives when appropriate
  • Track and follow up on key emails, requests, and decisions
  • Serve as a point of contact for internal and external stakeholders
     

Expense Management

  • Prepare and submit expense reports in a timely and accurate manner
  • Manage invoices, reimbursements, and administrative financial tasks
  • Support procurement and administrative processes as needed
     

Meeting & Logistics Coordination

  • Schedule and coordinate internal and external meetings, including leadership forums and team meetings across Business Execution and Sales Enablement and support communication flow
  • Coordinate scheduling and logistics across senior leaders, partners, and teams
  • Prepare and distribute agendas, materials, and meeting logistics
  • Capture notes and track follow-ups as needed


Document & Materials Support

  • Format, edit, and prepare presentations, documents, and communications
  • Maintain organized records of materials, files, and correspondence
  • Ensure executives have materials in advance of meetings and engagements


Qualifications

  • 5+ years of experience supporting senior executives in a complex organization
  • Demonstrated ability to manage competing priorities in a fast-paced environment
  • Strong organizational, planning, and time management skills
  • Excellent written and verbal communication skills
  • High level of discretion and professionalism
  • Proficiency in Microsoft Office (Outlook, Teams, PowerPoint, Excel)


Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F
  • San Francisco, CA with a four day in office requirement (1 day WFH)


Pay Transparency 

The salary range for this position is $33.65- $48.07 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


Executive Assistant (Private Bank, Business Execution & Enablement) at Citizens Wealth Management | Renata