Supports the Wealth and Investment Management senior manager with administrative, transactional, payroll, recordkeeping, reporting, expense, calendar, scheduling, customer support, and hiring coordination tasks. Manages confidential information, phone lines, presentations, travel itineraries, and follow-up activities while adapting to changing priorities. The hybrid role supports Wells Fargo branches in Walnut Creek and Pleasanton, California, and requires FINRA background screening.
About this role:
Wells Fargo is seeking an Administrative Assistant to support the Wealth & Investment Management (WIM) Senior Manager for our Walnut Creek and Pleasanton, CA branch locations. Learn more about the career areas and business divisions at wellsfargojobs.com .
In this role, you will:
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$30.77 - $45.67
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
12 Sep 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
#BI-Hybrid
Wells Fargo is seeking an Administrative Assistant to support the Wealth & Investment Management (WIM) Senior Manager for our Walnut Creek and Pleasanton, CA branch locations. Learn more about the career areas and business divisions at wellsfargojobs.com .
In this role, you will:
- Support moderately complex administrative tasks
- Assist in routine payroll processing, record keeping, and reports preparation
- Work closely with both internal and external customers to meet required service needs
- Perform moderately complex administrative, transactional, operational, and customer support tasks
- Receive direction from supervisors regarding routine administrative process
- Provide support in areas of reporting and handling general ledger or expense accounts of a particular business line
- Assist with open requisitions, scheduling interviews and follow up items related to hiring
- 1+ year of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Previous knowledge and experience in the financial services industry
- Dependable and accessible, with the ability to prioritize urgent requests and adapt to changing executive needs
- Exceptional follow-up skills, ensuring timely execution, resolution, and communication of priorities and action items
- Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments
- Ability to handle confidential material in a professional manner
- Excellent verbal, written, and interpersonal communication skills
- Strong attention to detail and accuracy skills
- Strong organizational, multi-tasking, and prioritizing skills
- Ability to answer and manage multiple phone lines
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
- This position will support the following locations: Walnut Creek, CA and Pleasanton, CA
- Relocation assistance is not available for this position
- This position offers a hybrid work schedule
- This position is not eligible for Visa sponsorship
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
- 1880 Tice Valley Blvd - Walnut Creek, CA 94595
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$30.77 - $45.67
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
12 Sep 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
#BI-Hybrid
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