Administrative Assistant

About this role:

Wells Fargo is seeking an Administrative Assistant within Wealth Investment Management Team. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Support executive-level administrative, operational tasks and client-facing support activities across a fast-paced financial advisory team
• Assist with recruiting operations, onboarding coordination, scheduling and relationship management activities.
• Maintain a strong understanding of basic investment concepts, client review processes, and financial planning cycles
• Demonstrate advanced proficiency in Microsoft Excel, Outlook PowerPoint including data tracking, reporting, and analysis
• Assist with operations oriented tasks, including client documentation, money movement, account openings, and documentation processing
• Deliver high-quality service by working closely with both internal partners and external clients
• Deliver a high level of client-facing support, ensuring a polished, confidential and professional experience
• Anticipate needs and proactively manage priorities in a multi-advisor, deadline-driven environment

Required Qualifications:

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

Desired Qualifications:

• Experience working in the financial services industry
• High level of C-Suite experience
• 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

Job Expectations:

• Position will require onsite presence
• Relocation assistance is not available for this position
• This position is not eligible for Visa sponsorship

Posting Location:

• 3059 Townsgate Rd. Westlake Village, CA 91361

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.