Administrative Assistant, High Net Worth Desert

Wells Fargo Bank • Scottsdale, AZ

20h

About The Position

Wells Fargo is seeking an Administrative Assistant to join our High Net Worth Desert team. In this role, you will support moderately complex administrative tasks, assist in routine payroll processing, record keeping, and reports preparation. You will work closely with both internal and external customers to meet required service needs, perform moderately complex administrative, transactional, operational, and customer support tasks, and receive direction from supervisors regarding routine administrative processes. You will also provide support in areas of reporting and handling general ledger or expense accounts of a particular business line. You will interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization.

Requirements

• 1+ year of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 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 or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.

Nice To Haves

• Strong executive administrative experience supporting senior leaders, including complex calendar management, travel coordination (domestic/international), expense reporting, and meeting/event planning
• Demonstrated expertise with Concur Travel & Expense and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment with strong attention to detail and organization
• Excellent written and verbal communication skills, with the ability to interact professionally with C-suite executives, clients, and internal stakeholders
• Strong interpersonal skills and customer service orientation, with the ability to build relationships and act as a trusted partner to leadership
• Ability to work independently with minimal supervision, while collaborating effectively across teams to ensure coverage and support
• Sound judgment, discretion, and the ability to handle confidential and sensitive information appropriately
• Experience supporting financial processes, including expense management, reporting, and cost-efficiency practices
• Ability to coordinate across business partners (e.g., IT, facilities, onboarding/offboarding teams) to support operational and administrative needs
• Experience providing project coordination support, including contributing to process improvements or cross-functional initiatives
• Knowledge of organizational policies, procedures, and compliance practices, with the ability to follow and reinforce standards
• Prior Administrative experience within a Financial Services organization
• Series 7 preferred

Responsibilities

• 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
• Pulling pipeline data
• Prepping decks
• Tracking action items

Benefits

• Equal Opportunity Employer
• Drug free workplace

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed