ADMINISTRATIVE ASSISTANT 4; Wealth Management

Job Description

Wealth Management and The Private Bank

With over $462 billion in client assets, including $70 billion deposits and $40 billion in loans, Wells Fargo’s Wealth Management division is one of the nation’s leading providers of financial services to affluent and high-net-worth clients. Wealth Management’s mission is to build enduring relationships with our clients based on a foundation of sound, thoughtful and objective advice. We focus on our clients’ unique needs to deliver financial solutions that help them build, manage, preserve and transition their wealth.

The Private Bank delivers wealth management solutions to high and ultra-high-net-worth clients with $1 million or more in Wealth relationship balances. Clients of The Private Bank are supported by a personal relationship manager who brings together a dedicated team of specialists. This team delivers an integrated suite of services designed to address the high-net-worth client’s complex financial needs. Clients of The Private Bank enjoy many exclusive benefits. A local, dedicated relationship manager works with the client directly and coordinates an experienced team of local specialists. Other benefits clients enjoy include a premium level of service in stores, an enhanced, branded online experience and access to specialized solutions, rates and pricing appropriate for their level of wealth.

Unique opportunity to join the San Francisco Wealth Management team as an Adminisrative Asst. for a Sr. Leader in The Private Bank. Performs a variety of administrative tasks to support a Regional Managing Director and the WM team. 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.

Required Qualifications

  • 3+ years of administrative support experience

Desired Qualifications

  • A BS/BA degree or higher
  • Ability to handle confidential material in a professional manner
  • Intermediate Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills
  • Ability to manage changing travel itineraries, accurately manage expense reimbursement, manage a busy calendar and appointments flawlessly
  • Knowledge and understanding of project coordination and expense tracking

Disclaimer

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.

0012204 WEALTH INV MGMT/WIM PSI


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