Apply on Employer Site

Wells Fargo · 3 hours ago

Administrative Assistant - WIM Client Relationship Group

CHARLOTTE, NC

Full-time

Onsite

Entry Level

2+ years exp

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.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization

Qualification

Administrative SupportMicrosoft OfficeFinancial Services ExperienceProject ManagementMulti-tasking SkillsPhone ManagementSupport for ExecutivesCommunication SkillsAttention to DetailOrganizational SkillsConfidentiality Handling

Required

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

Preferred

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