Administrative Assistant - Wealth Client Management

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

Required Qualifications:

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

Desired Qualifications:

• 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

Job Expectations:

• Position will require onsite presence
• Relocation assistance is not available for this position
• 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 and/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.

Posting Location:

• 950 Wayzata Blvd E, Wayzata, MN