Wells Fargo · 21 hours ago
Executive Specialist
CHARLOTTE, NC
Full-time
Hybrid
Entry, Mid Level
2+ years expWells Fargo is seeking an Executive Specialist who will provide a high level of professional support including senior executive level administrative work and ongoing ad hoc project/business initiatives. The role involves planning meetings, tracking deliverables, and pulling routine reports, while also identifying opportunities for process improvement and collaborating with various stakeholders.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Participate in less complex administrative duties to one or more members of more experienced management and contribute to the overall effectiveness of team
Identify opportunities for improving or implementing processes and tools within executive business management functional group
Assist with compilation of research, budget, and statistical data for financial planning initiative
Establish and implement office procedures and controls, handle most sensitive customer issues and confidential correspondence
Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of the function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with shareholders, regulatory agents, media, and internal and external customers
Qualification
Required
2+ years of Executive Administration experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Experience as an Executive Assistant within the financial services industry
Experience supporting senior level leaders/executives
Experience supporting multiple managers with calendar management, travel arrangements, scheduling of meetings, events and onboarding
Experience with Wells Fargo systems such as Workday, Talent Management, HRG, My Concur or GL31 Income statements
Experience writing and editing internal communications, including corporate and executive level communications
Experience with synthesizing data from multiple sources and presenting it in appropriate formats
Experience reviewing and preparing expense reports for leaders
Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting, and SharePoint) skills
Ability to develop partnerships and collaborate with other business and functional areas
Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
Ability to take initiative and work independently with minimal supervision in a structured environment
Strong organizational, multi-tasking, and prioritizing skills
Strong time management skills and ability to meet deadlines
Ability to deliver concise, time critical information to all levels of management, technology, and business teams
Ability to leverage problem solving and advanced judgment skills to make decisions in situations where there are no established procedures
Ability to be flexible and adjust plans quickly to meet changing business needs
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
Company data provided by crunchbase