Executive Specialist

Wells Fargo BankCharlotte, NC
3dHybrid

About The Position

Wells Fargo is seeking an Executive Specialist who will provide a high level of professional support which includes a balance of senior executive level administrative work, as well, as ongoing ad hoc project/business initiatives such as planning meetings, tracking deliverables, and pulling routine reports. 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

  • 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 with 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
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