Job Description
Position Overview Job Title: Executive Administrative Officer
Corporate Title: Analyst
Location: San Francisco, CA
Overview 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.
What We Offer You - 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 You’ll Do - Executive Assistant Duties - 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
- Banker Support Functions - 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
Skills You’ll Need - 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
Skills That Will Help You Excel - Ability to set and manage priorities
- Entrepreneurial and highly motivated
- Excellent oral and written communication skills
- Stable under pressure
Expectations It is the Bank’s expectation that employees hired into this role will work in the San Francisco, CA office in accordance with the Bank’s hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in California is $65K to $100K. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees:
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com .
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .
Job Tags
Work at office, Work from home,