Administrative Assistant - Wealth Client Management

Wells Fargo•Wayzata, MN

2d•$28 - $42•Onsite

About The Position

About this role: Wells Fargo is seeking a motivated Administrative Assistant to join Wells Fargo Wealth & Investment Management Client Relationship Group. This position will provide high-level support to a Branch Senior Manager, along with a team of Financial Advisors and Client Associates. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Support moderately complex administrative tasks Assist in routine 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 Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization

Requirements

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

Nice To Haves

Experience working in the financial services industry
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 working with project management
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
Experience supporting senior level leaders/executives
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Responsibilities

Support moderately complex administrative tasks
Assist in routine 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
Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization