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Wells Fargo

Administrative Assistant

Market Job Description

Job Description

International Credit Administration for the Global Financial Institutions (GFI) Line of Business. We provide credit approvals for Global Financial Institutions across the product range. This position will support the Chief Credit Officer for GFI, and the GFI Loan Supervision team.

Key responsibilities include;

  • Managing outlook calendars across various time zones, making international and domestic travel arrangements, including visa applications when necessary.
  • Compiling, reconciling and ensuring timely filing of expenses
  • Coordinating regular credit meetings with loan supervision and GFI senior management, across different time zones
  • Assist in planning and organising GFI Credit Offsites, including sourcing and arranging suitable venues, facilities and team member accommodation.
  • Responsibility for the management of and ongoing maintenance of GFI SharePoint site, including technical aspects and posting of materials
  • Assisting in compiling presentation materials for portfolio reviews using PowerPoint, Word, CRM tools (salesforce.com) and/or Excel.
  • Assisting with budgetary planning, compiling statistical data for financial planning.
  • Maintain tracking reports for credit actions/conditional approvals.
  • Assisting, screening and/or selectively referring callers; handling complex and sensitive inquiries/call from external/internal sources.
  • Serving as an information source on departmental/business unit policies and procedures.
  • Working closely with both internal and external customers to meet their service needs.
  • Assisting with office/functional procedures and controls. Procurement as necessary.
  • Detailed knowledge of Concur for travel and expenses.
  • Booking of restaurants, taxis, couriers etc.
  • Maintenance of contacts database in team member calendars.
  • Take responsibility for paying team invoices on time, keeping track of these and escalating any issues associated with timely payment.
  • Assist new joiners to the team, by applying for and keeping track of IT requests, systems, credit cards, compliance training and coordinate introductory meetings with other key team members.

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Market Skills and Certifications

Required Qualifications

  • Ideally 7+ years of administrative support experience

Desired Qualifications

  • Experience in a similar role, preferably in the financial services industry
  • Ability to schedule and plan meetings, events, and travel arrangements
  • Ability to work effectively in a team environment
  • Advanced Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Strong organisational skills, ability to prioritise and multi-task
  • Strong eye for detail and accuracy

Other Desired Qualifications

  • Demonstrated ability to adapt and be receptive to change
  • Ability to independently own and drive small projects

Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Job ID: 979971ec0358d5fac52209bd3d29636e
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program

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