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About the Role

Provides primary administrative support to the Head of Business Execution and Enablement in San Francisco, CA. This role is crucial for the effective execution of the Private Bank’s strategic priorities, including sales initiatives, business management, and enterprise coordination, operating in a fast-paced, highly visible environment.

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.
• 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.

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).
• 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.

Skills

• Microsoft Office (Outlook, Teams, PowerPoint, Excel)

Location

• San Francisco, CA

Work Type

• Full-time
• Hybrid

Experience Level

• 5+ years

Salary/Compensations

• $33.65 - $48.07 per hour

Benefits

• Comprehensive medical, dental and vision coverage
• Retirement benefits
• Maternity/paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.

About the Company

• 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 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.