Executive Assistant

We’re seeking a future team member for the role of Executive Assistant to join our BNY Wealth team. This role is located in San Francisco.

This is an exciting opportunity for a highly organized, polished, and proactive professional to support a senior executive leader in a dynamic, fast-paced environment. The role offers visibility across the organization and the chance to serve as a trusted partner, helping drive efficiency, organization, and seamless day-to-day executive operations.

In this role, you’ll make an impact in the following ways:

• Provide high-level administrative support to a senior executive leader, helping manage priorities in a fast-moving environment

• Handle sensitive information with discretion, sound judgment, and a high degree of confidentiality

• Manage complex scheduling, coordination, and prioritization across meetings, deliverables, and business needs

• Communicate effectively and professionally with internal and external stakeholders

• Build strong working relationships and serve as a key point of coordination across teams and partners

• Demonstrate strong attention to detail, accuracy, and follow-through in all aspects of work

• Use technology and business tools effectively to support executive operations and team efficiency

• Anticipate needs, solve problems proactively, and help create a seamless experience for the executive leader you support

• Exhibit professionalism, executive presence, composure, and adaptability in a high-visibility role

To be successful in this role, we’re seeking the following:

• High school/secondary school education or an equivalent combination of education and experience required; bachelor’s degree preferred

• Applicable vocational training or coursework related to business software, administrative support, or business communication preferred

• Associate degree or relevant business certifications preferred

• Strong organizational, communication, and prioritization skills

• Ability to manage multiple responsibilities with discretion, professionalism, and sound judgment

• Comfort working with business technology, including Microsoft Office and other administrative tools

• Demonstrated ability to build relationships, stay ahead of needs, and support senior leaders effectively

Responsibilities

In this role, you’ll make an impact in the following ways:

• Discretion and Confidentiality

• Strong Business and Financial Acumen

• Proactive Organization and Prioritization

• Exceptional Communication Skills

• Tech and Systems Fluency

• Relationship and Stakeholder Management

• Attention to Detail and Accuracy

• Anticipatory Thinking and Problem Solving

• Professionalism and Executive Presence

• Resilience and Composure

Qualifications

To be successful in this role, we’re seeking the following:

• High school/secondary school or the equivalent combination of education and experience is required; bachelor's degree preferred.

• Applicable vocational training (e.g., courses on relevant business software like the Microsoft Office Suite of product, basic business writing, or similar) preferred; AA degree or relevant business certifications preferred.

• 3-5 years of total work experience preferred. Bachelor’s degree in lieu of some experience may be considered.