Executive Specialist - WIM CFO

Wells Fargo•New York, NY

1d•$50 - $81•Onsite

About The Position

Wells Fargo is seeking a seasoned Executive Specialist to support the Chief Financial Officer (CFO) for the Wealth and Investment Management (WIM) organization. This role sits on the executive floor and serves as a visible, trusted extension of the WIM CFO and the team. The successful candidate combines flawless execution with sound judgment, executive presence, and the ability to build durable relationships across the enterprise. The role involves active stewardship of executive calendars, anticipating and preparing for upcoming commitments, coordinating domestic and international travel, preparing executive-level reports and communications, and tracking meeting actions through to completion. The Executive Specialist also maintains confidential information with discretion, builds relationships across the enterprise, and exercises independent judgment while improving office procedures, controls, processes, and tools. Additional duties include coordinating expenses, employee management systems and onboarding support, full-cycle hiring logistics, inbound calls and correspondence, and ad hoc projects such as offsites, town halls, team events, and recognition moments. The position is located at 30 Hudson Yards in New York, NY. Relocation assistance and visa sponsorship are not available. The position is subject to FINRA background screening and ongoing regulatory requirements.

Requirements

At least 2 years of Executive Administration experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination thereof.

Nice To Haves

Extensive experience supporting C-suite or direct C-1 executives in a large, complex, regulated organization; financial services experience is strongly preferred.
Experience as the primary Executive Assistant to more than one executive simultaneously.
Ability to handle highly confidential information with discretion, diplomacy, and professionalism.
Strong organizational, multitasking, and prioritization skills in a fast-paced, deadline-driven environment.
Experience supporting executives with frequent board, regulator, and investor-facing commitments.
Experience with strategic calendar stewardship, travel coordination, and scheduling meetings and events at the senior-most enterprise levels.
Experience supporting multiple executives or senior leaders simultaneously.
Ability to work independently, anticipate needs, and exercise sound judgment.
A proven track record of multi-year tenure with prior executives and a long-term orientation.
Ability to partner with Chief of Staff or business management functions.
Excellent verbal, written, and interpersonal communication skills.
Advanced Microsoft Office skills, including PowerPoint and Excel.
Ability to work effectively across organizational levels with flexibility, collaboration, and adaptability.
Travel reservation and expense reporting experience.
Familiarity with Wells Fargo systems such as Concur, Workday, and technology access workflows, or comparable enterprise tools.

Responsibilities

Steward executive calendars by prioritizing requests, protecting focus and preparation time, resolving conflicts, and maintaining a rolling 2–4 week view aligned to business cadences.
Anticipate upcoming needs and prepare pre-reads, materials, travel logistics, and follow-up actions; identify and surface risks before they become problems.
Build and maintain trusted working relationships with executives’ direct reports, peer Executive Assistants, Finance Leadership Team members, and external counterparts.
Represent the CFO’s office with executive presence, polished communication, professionalism, and sound judgment.
Handle highly confidential information, including business decisions, talent matters, organizational changes, and regulatory matters, with discretion.
Coordinate domestic and international travel, including bookings, updates, and itinerary changes.
Prepare, create, update, and proof executive-level reports and written communications.
Participate in select meetings to capture and track action items and follow up with owners until closure.
Establish, implement, and continuously improve office procedures, controls, processes, and tools.
Recommend resolutions to complex situations and exercise independent judgment while building knowledge of business functions, policies, procedures, and compliance requirements.
Collaborate with peers, colleagues, managers, and internal and external stakeholders to resolve issues and achieve business goals.
Track, submit, review, and facilitate approval of expenses for executives and their direct reports.
Coordinate employee management systems and tools, including technology access requests, approvals, and onboarding support.
Coordinate full-cycle hiring logistics, including candidate interview scheduling, panel logistics, interview materials, and offer-stage candidate experience.
Manage inbound phone calls, correspondence, and stakeholder inquiries, ensuring timely and professional responses.
Lead and support ad hoc projects and assignments, including offsite planning, town halls, team events, and recognition moments.
Adhere to applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; escalate and remediate issues as appropriate.