Administrative Assistant - Wells Fargo Advisors
About The Position
Wells Fargo is seeking an Administrative Assistant to support the Financial Advisory Senior Area Manager within our Wells Fargo Advisors line of business. In this role, you will coordinate and manage complex calendars, schedule meetings, and proactively resolve conflicts for senior leaders. You will also prepare, submit, and reconcile expense reports, serving as a resource to leaders and team members on expense policies and best practices. Support will be provided for meeting and event coordination, including logistics for internal and external meetings, offsites, sponsorships, and leadership events. Additionally, you will assist with onboarding and access provisioning for new hires, including coordination with internal partners and systems access requests. You will act as a point of contact and source of guidance for internal processes related to expenses, marketing requests, and administrative procedures, ensuring alignment with internal policies and controls. Support for general office operations, including supply ordering, workspace readiness, and coordination with facilities or building management, will also be required. Finally, you will arrange and manage domestic travel, including flights, lodging, ground transportation, and itinerary changes.
Requirements
- 1+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
- Experience supporting senior level leaders/executives
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Nice To Haves
- Experience working in the financial services industry specifically wealth management
- Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments
Responsibilities
- Coordinate and manage complex calendars, schedule meetings, and proactively resolve conflicts for senior leaders
- Prepare, submit, and reconcile expense reports; serve as a resource to leaders and in some cases team members on expense policies and best practices
- Support meeting and event coordination, including logistics for internal and external meetings, offsites, sponsorships, and leadership events
- Assist with onboarding and access provisioning for new hires, including coordination with internal partners and systems access requests
- Act as a point of contact and source of guidance for internal processes related to expenses, marketing requests, and administrative procedures, ensuring alignment with internal policies and controls
- Support general office operations, including supply ordering, workspace readiness, and coordination with facilities or building management as needed
- Arrange and manage domestic travel, including flights, lodging, ground transportation, and itinerary changes
Benefits
- Relocation assistance is not available for this position
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
