Administrative Assistant Wells Fargo Advisors

Wells Fargo & Company•Beaumont, TX

2d•Onsite

About The Position

Wells Fargo is seeking an Administrative Assistance in Wealth and Investment Management as part of Wells Fargo Advisors. In this role you will: Answer phones and greet and direct visitors Support leaders by performing routine administrative tasks Identify ways to improve individual work processes within established administrative procedures Perform routine administrative tasks, including scheduling appointments, making travel arrangements, distributing mail, producing routine documents and reports, using word processing and spreadsheet software, performing routine data entry operation, answering, as well as directing phone calls, and taking messages as needed Act as a point of contact and source of guidance for internal processes related to expenses and administrative procedures, ensuring alignment with internal policies and controls Escalate questions and issues to more experienced individuals

Requirements

1+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
Basic Microsoft Office skills
Strong attention to detail and accuracy skills
Good verbal, written, and interpersonal communication skills
Strong telephone etiquette
Effective organizational, multi-tasking, and prioritizing skills
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
Ability to answer multiple phone lines and forward calls appropriately; schedule meetings; open mail; send and receive faxes
Ability to handle confidential material in a professional manner

Nice To Haves

Financial services industry experience
Brokerage industry experience

Responsibilities

Answer phones and greet and direct visitors
Support leaders by performing routine administrative tasks
Identify ways to improve individual work processes within established administrative procedures
Perform routine administrative tasks, including scheduling appointments, making travel arrangements, distributing mail, producing routine documents and reports, using word processing and spreadsheet software, performing routine data entry operation, answering, as well as directing phone calls, and taking messages as needed
Act as a point of contact and source of guidance for internal processes related to expenses and administrative procedures, ensuring alignment with internal policies and controls
Escalate questions and issues to more experienced individuals