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Executive Assistant, San Francisco Job Locations US-CA-San FranciscoPosted Date 6 hours ago(9/18/2019 5:14 PM) Job ID 2019-2216 # of Openings 1 Category Administrative
Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.
Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.
The Executive Assistant in our downtown San Francisco office will provide executive administrative support to the Executive Vice President and Head of the West Coast Region of Boston Private.
Provide administrative support to include telephone coverage, managing schedules/calendars, and meeting set-up.
Develop presentations and reports to Senior Management covering a variety of strategic and operational topics.
Develop and deliver monthly reports on key performance and business metrics.
Coordinate and participate in the preparation reports and presentations needed for various leadership meetings.
Participate and/or oversee special projects from initiation through completion and resolve various issues as they arise.
Attend meetings and take notes as requested; provide ongoing updates and status reports.
Assist with compliance and risk management functions.
Plan and organize regular staff meetings and events.
Special projects and other duties as needed.
Ordering supplies, as needed.
Providing assistance and coordination with special projects, as assigned.
Editing Board and Committee minutes.
Assist with other duties, as assigned.
Undergraduate degree preferred
At least 5 years of experience providing administrative support to Executive and/or Senior Leader.
Proficient with Microsoft Office and able to work with and analyze data from various systems. Knowledge of financial systems and databases considered a plus.
Organized, self-motivated person who can work independently and follow through on tasks to completion.
Excellent communication skills, the ability to manage many tasks, and work under tight deadlines with occasional overtime required.
Must be able to interface well with senior management and all areas of the company while maintaining the highest level of confidentiality.
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Internal Number: 6560216
About Boston Private Bank Trust Company
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