Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.
At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
The WIM COO offers process and program management for a variety of initiatives. Primarily, the group oversees and leads integration projects (including acquisitions) and the implementation of WIM strategic initiatives, provides WIM leadership for enterprise and cross-WIM initiatives, manages project governance for WIM projects, and provides leadership for international projects.
The Executive Assistant will perform a variety of administrative duties in support of one or more business leaders.
Duties include:
- Handling phone calls and correspondence directed to the business manager(s) from senior executives, external suppliers, regulators, business partners and/or selectively referring callers
- Establishing and implementing office procedures and controls
- Meeting and Calendar management for leaders
- Using MS Office suite to compose complex and/or confidential correspondence, presentations and meeting materials
- Booking and managing team member travel; Managing expenses and expense reimbursement
- Responsible for onboarding 3rd party vendor consultants; SharePoint Administration
- Provides support and facilitates larger projects managed by others and may manage less complex projects
This position will be located in Charlotte.
Required Qualifications
- 5+ years of administrative support experience
Desired Qualifications
- Financial services industry experience
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Ability to work in a fast paced deadline driven environment
- Experience supporting multiple managers with calendar management, travel arrangements, scheduling of meetings and events
Street Address
NC-Charlotte: 401 S Tryon St – Charlotte, NC
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.
WEALTH INV MGMT/WIM PSI
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