Executive Specialist

Wells Fargo • West Palm Beach, FL

2d • 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
• 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.

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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed