Executive Assistant (Private Bank, Business Execution & Enablement)

Citizens•San Francisco, CA

8d•$34 - $48•Hybrid

About The Position

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.

Requirements

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)

Responsibilities

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
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
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
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
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