Executive Administrative Officer - Analyst - Assistant Vice President

Deutsche Bank • San Francisco, CA

2d • Hybrid

About The Position

We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to provide high-level administrative and operational support to the Market Manager of Wealth Management and the Relationship Managers. This position includes dual responsibilities approximately 75% of the time will be dedicated to executive-level support, while the remaining 25% will support the Private Banking team with compliance, KYC, and client documentation in a non-revenue generating capacity. The Executive Assistant provides the core support that facilitates the working of the business area to which they are aligned. The Executive Assistant’s tasks ensure the day-to-day smooth running of the business area, such as scanning / photocopying, filing / archiving, sorting mail, maintaining adequate office supplies, instructing couriers, and arranging a variety of deliveries and standard office documentation tasks (e.g., copy typing). Executive Assistants will be in contact with other Administration Profession members and areas of the Bank that support their business area.

Requirements

• Undergraduate degree, bachelor’s degree in finance related field preferred
• Experience in a related field a preference
• Ability to interact effectively with clients, managers, and peers

Nice To Haves

• Ability to set and manage priorities
• Entrepreneurial and highly motivated
• Excellent oral and written communication skills
• Stable under pressure

Responsibilities

• Manage the Market Manager’s calendar, schedule appointments, coordinate internal/external meetings, and prepare meeting materials
• Organize internal communications, reports, and presentations on behalf of the Market Manager
• Coordinate regional team events, leadership offsites and town halls
• Arrange complex domestic and international travel and prepare related itineraries and expense reports
• Serve as a liaison between the Market Manager and internal/ external stakeholders, ensuring timely follow-ups and clear communication
• Responsible for team activity coordination such as managing mail, organizing client meetings, handling travel and expenses, ordering lunch, performing administrative tasks sch as photocopying, scanning, archiving, and maintaining office supplies
• Assist bankers with onboarding of new clients by collecting and verifying all required KYC (Know your client) and AML (Anti Money Laundering) documentation
• Ensure client records are accurate, complete, and compliant with Deutsche Bank’s internal policies and applicable regulations
• Maintain client files and regularly review documentation to ensure up-to-date compliance
• Liaise with risk, compliance, and operations teams to address and resolve documentation issues or red flags
• Coordinate periodic client reviews and ensure timely submission of materials for internal audits or regulatory reviews
• Monitor workflow queues and track case progress to meet internal deadlines and service level agreements

Benefits

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees