Administrative Assistant III
About The Position
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.
Requirements
- Minimum of 1+ years professional or relevant internship experience
- Strong client service & technical skills (MS Word & Excel)
- Strong communication, time management and organizational skills
Nice To Haves
- Undergraduate degree or equivalent experience
- Prior knowledge of financial products, policies & procedures
- 1+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience
- Knowledge of wealth management tools preferred
- Series 7 & 63/65 or 66 registrations preferred; management may ask for associate to acquire these licenses
Responsibilities
- Communicates with executives and line management to gather and convey relevant information
- Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment
- Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner
- Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments
- Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills
- Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
