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

Goldman Sachs
San Francisco, CA Full Time
POSTED ON 6/4/2026
AVAILABLE BEFORE 7/11/2026
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.com Estimation for Asset & Wealth Management, Private Wealth, Administrative Assistant, San Francisco in San Francisco, CA
$116,409 to $158,199
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