Senior Administrative Assistant
About this role:
Wells Fargo is seeking a Senior Administrative Assistant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role you will:
Support performance of less experienced Administrative Assistance staff and overall effectiveness of team in performing moderately complex to complex administrative tasks
Responsible for compiling information, preparing moderately complex reports, and balancing routine general ledger lines or expense accounts
Perform complex administrative, transactional, operational, or customer support tasks
Provide a high level of professional support which includes a balance of more experienced level administrative work as well as ongoing ad hoc and project or business initiatives such as planning meetings, tracking deliverables and pulling routine reports
Assist with selectively referring callers, and answering questions regarding business unit policies and procedures
Provide subject matter expertise and interpretation of administrative procedures to less experienced staff
Provide administrative supervision and support to managers in the areas of reporting, customer or business documentation
Interact with immediate Administrative Assistant team, functional area, and internal peers regarding routine administrative tasks
Support more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization
4+ years of Administrative and Executive Assistance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education
Brokerage operations experience
Knowledge and understanding of brokerage functions support
Financial services administrative support experience
Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
Effective organizational, multi-tasking, and prioritizing skills
Strong verbal, written, and interpersonal communication skills
Experience supporting senior level leaders/executives
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
555 California St San Francisco, CA 94104
Pay Range$27.74 - $49.38 Hourly
Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
- 401(k) Plan
- Paid Time Off
- Parental Leave
- Critical Caregiving Leave
- Discounts and Savings
- Health Benefits
- Commuter Benefits
- Tuition Reimbursement
- Scholarships for dependent children
- Adoption Reimbursement
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.