Executive Specialist

Wells Fargo Bank•West Palm Beach, FL

1d•Onsite

About The Position

About this role: Wealth & Investment Management is seeking a proactive, execution‑focused Executive Specialist to partner on site with multiple senior executives. In addition to providing high‑quality administrative support, this role delivers meaningful value through project execution, reporting, and event coordination. Key activities include coordinating and planning meetings, managing complex calendars, tracking key deliverables, preparing routine reports, and supporting a variety of ad hoc initiatives. The ideal candidate will demonstrate exceptional organizational skills, strong attention to detail, and the ability to operate with a high degree of professionalism and discretion in a fast‑paced, dynamic environment. In this role, you will: Participate in less complex administrative duties to one or more members of more experienced management and contribute to the overall effectiveness of team Identify opportunities for improving or implementing processes and tools within executive business management functional group Assist with compilation of research, budget, and statistical data for financial planning initiative Establish and implement office procedures and controls, handle most sensitive customer issues and confidential correspondence Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of the function, policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with shareholders, regulatory agents, media, and internal and external customers

Requirements

2+ years of Executive Administration experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Currently lives or has strong knowledge of the West Palm Beach market
Experience as an Executive Assistant within the financial services industry
Experience supporting senior level leaders/executives
Experience supporting multiple managers with calendar management, travel arrangements, scheduling of meetings, events and onboarding
Experience with Wells Fargo systems such as Workday, Talent Management, HRG, My Concur or GL31 Income statements
Experience writing and editing internal communications, including corporate and executive level communications
Experience in synthesizing data from multiple sources and presenting it in appropriate formats
Experience reviewing and preparing expense reports for leaders
Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting, and SharePoint) skills
Ability to develop partnerships and collaborate with other business and functional areas
Ability to execute in a fast paced, high demand environment while balancing multiple priorities
Ability to take initiative and work independently with minimal supervision in a structured environment
Strong organizational, multi-tasking, and prioritizing skills
Strong time management skills and ability to meet deadlines
Ability to deliver concise, time critical information to all levels of management, technology, and business teams
Ability to leverage problem solving and advanced judgment skills to make decisions in situations where there are no established procedures
Ability to be flexible and adjust plans quickly to meet changing business needs
Willingness to work on-site at the posted location (4 to 5 days per week)
Visa sponsorship is not available for this position
Relocation assistance is not available for this position
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 and/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.
Information will be shared about expectations during the recruitment process.

Responsibilities

Coordinating and planning meetings
Managing complex calendars
Tracking key deliverables
Preparing routine reports
Supporting a variety of ad hoc initiatives
Participate in less complex administrative duties to one or more members of more experienced management and contribute to the overall effectiveness of team
Identify opportunities for improving or implementing processes and tools within executive business management functional group
Assist with compilation of research, budget, and statistical data for financial planning initiative
Establish and implement office procedures and controls, handle most sensitive customer issues and confidential correspondence
Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of the function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with shareholders, regulatory agents, media, and internal and external customers