Administrative Assistant Wells Fargo Advisors

Wells Fargo & Company•Cleveland, OH

4d•$25 - $38•Onsite

About The Position

Wells Fargo is seeking an Administrative Assistant to support the Wells Fargo Advisors Cleveland Complex. In this role you will partner with the Branch Manager on leadership activities across multiple branches, including growth initiatives & overall branch strategy. You will serve as a key liaison and subject matter expert on firm policies, updates, and operational processes, assisting problem solving & rollouts of firm initiatives and projects. You will participate and support team engagement efforts, including recognition and branch events, and professional development. You will advocate for team member growth, development, and career progression. You will manage marketing initiatives and support business development efforts across the branch. You will build and maintain community partnerships, including sponsorships and volunteer activities. You will lead new employee onboarding, including support in new Financial Advisor & staff recruiting and transitions. You will oversee staffing changes and act as liaison between leadership, recruiters, and candidates. You will manage technology, equipment, and upgrades, including troubleshooting and logistics. You will oversee branch operations including file management, expenses, invoicing, and facilities coordination.

Requirements

1+ year of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments
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
FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
Compliance with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
Adherence to specific compliance policies regarding outside activities and/or personal investing.

Nice To Haves

Experience working in the financial services industry
Experience working with project management
Experience supporting senior level leaders/executives
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Responsibilities

Partner with Branch Manager on leadership activities across multiple branches, including growth initiatives & overall branch strategy
Serve as a key liaison and subject matter expert on firm policies, updates, and operational processes, assisting problem solving & rollouts of firm initiatives and projects
Participate and support team engagement efforts, including recognition and branch events, and professional development
Advocate for team member growth, development, and career progression
Manage marketing initiatives and support business development efforts across the branch
Build and maintain community partnerships, including sponsorships and volunteer activities
Lead new employee onboarding, including support in new Financial Advisor & staff recruiting and transitions
Oversee staffing changes and act as liaison between leadership, recruiters, and candidates
Manage technology, equipment, and upgrades, including troubleshooting and logistics
Oversee branch operations including file management, expenses, invoicing, and facilities coordination