Administrative Assistant

Wells Fargo is seeking an Administrative Assistant for the Wealth & Investment Managment, Private Client Group. Learn more about the career areas and lines of business at wellsfargojobs.com

In this role, you will:

• Support performance of less experienced Administrative Assistance staff and overall effectiveness of team in performing moderately complex to complex administrative tasks

• Be responsible for compiling information, preparing moderately complex reports, and balancing routine general ledger lines or expense accounts

• Perform complex administrative, transactional, operational, or customer support tasks

• Provide a high level of professional support which includes a balance of more experienced level administrative work as well as ongoing ad hoc and project or business initiatives such as planning meetings, tracking deliverables and pulling routine reports

• Assist with selectively referring callers, and answering questions regarding business unit policies and procedures

• Provide subject matter expertise and interpretation of administrative procedures to less experienced staff

• Provide administrative supervision and support to managers in the areas of reporting, customer or business documentation

• Interact with immediate Administrative Assistant team, functional area, and internal peers regarding routine administrative tasks

• Support more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization

Required Qualifications:

• 4+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments

• Experience supporting financial advisors and brokers

• Ability to follow policies, procedures, and regulations

• Ability to handle confidential material in a professional manner

• Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

• Highly proficient in drafting and proof-reading written documents utilizing proper grammar, punctuation, and spelling

• High level of motivation, demonstrated ability to be proactive and adaptable to change; leads self and others through change

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

• Ability to provide strong customer service while actively listening and responding in an appropriate manner

• Ability to work effectively, as well as independently, in a team environment

• Demonstrated leadership in identifying and implementing process efficiencies and sharing best practices with others in order to improve the overall effectiveness of the team

• Excellent technical skills

• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• Position will require onsite presence

• This position offers a hybrid work schedule.

• Relocation assistance is not available for this position

• This position is not eligible for Visa sponsorship