Administrative Assistant 4
Performs a variety of administrative tasks to support one or more senior managers. Duties include: using word processing to compose complex and/or confidential correspondence; balancing general ledger lines and/or expense accounts; researching general ledger issues; assisting with budgetary planning; compiling statistical data for financial planning; assisting, screening and/or selectively referring callers; handling complex and sensitive inquiries/call from external/internal sources. Provides support for larger projects managed by others. Acts as an information source on departmental/business unit policies and procedures. May work closely with both internal and external customers to meet their service needs. May be responsible for providing support to the business line staff in the areas of reporting, customer/business documentation, sales and service goals. May establish office procedures and controls. May coordinate all special events or office functions. May direct the work of others.
- 3+ years of administrative support experience
- A BS/BA degree or higher
- Knowledge and understanding of corporate event planning
- Knowledge and understanding of High Net Worth (HNW) or Ultra High Net Worth (UHNW) clients: estate, financial, and multi generational wealth planning
- Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
- Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
0073353 WEALTH INV MGMT/WIM PSI
Meet Some of Wells Fargo's Employees
Lauren audits Wells Fargo’s financial reports to assess accuracy and risk. She reviews processes in place, analyzes management controls, and communicates calculations and findings with business partners.
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