Administrative Assistant

About This Role
Wells Fargo is seeking a motivated Administrative Assistant to join Wells Fargo Wealth & Investment Management Client Relationship Group. This position will provide high-level support to a Branch Senior Manager, along with a team of Financial Advisors and Client Associates. Learn more about the career areas and lines of business at

In This Role, You Will

• Support moderately complex administrative tasks
• Assist in routine payroll processing, record keeping, and reports preparation
• Work closely with both internal and external customers to meet required service needs
• Perform moderately complex administrative, transactional, operational, and customer support tasks
• Receive direction from supervisors regarding routine administrative process
• Provide support in areas of reporting and handling general ledger or expense accounts of a particular business line
• Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization

Required Qualifications:

• 2+ years 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
• 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
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal