Lead Business Execution Administrator
About The Position
About this role: Wells Fargo is seeking a Lead Business Execution Administrator to join our Platform Coaching and Support team within Wealth and Investment Management (WIM). The Lead Business Execution Administrator will provide consultative service to the Financial Advisor and field support staff on their platform tools through inbound calls and other duties as applicable. Learn more about the career areas and business divisions at www.wellsfargojobs.com. In this role, you will: Provide consultative support for Financial Advisor (FA) and Digital Platform tools including Advisor Gateway, eSign, Client Management, Client Review Center, and eMoney® Deliver training and assistance through inbound calls, inbox support, and escalations Stay current on required training, application releases, and system updates Identify and recommend process improvements within assigned responsibilities Analyze performance trends and offer coaching recommendations Partner with Product Teams to stay ahead of updates and escalate issues when needed Present recommendations for resolving complex situations while applying sound judgment Collaborate with Platform Support colleagues, internal partners, and stakeholders Support and guide less experienced staff to promote team effectiveness Contribute ideas to improve or implement processes and tools within the Strategy and Execution area Carry out complex administrative, transactional, operational, and customer support tasks Ensure efficient execution of projects and operational activities Provide subject matter expertise and procedural interpretation for team members Offer leadership to help the team achieve shared goals Engage with the immediate team and external partners across a wide range of topics Provide guidance and subject matter expertise to immediate Strategy and Execution team
Requirements
- 4+ years of Administrative Support or Business Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- Excellent organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent problem-solving skills
- Ability to manage multiple and competing priorities
- Ability to work in a fast-paced action-oriented environment
- Intermediate Microsoft Office skills
- Experience resolving and working through escalated and complex customer issues
- Good analytical skills with high attention to detail and accuracy
- Financial services industry experience
- Call center customer service experience in the financial services industry
- Experience supporting or training others on digital platforms or tools
Responsibilities
- Provide consultative support for Financial Advisor (FA) and Digital Platform tools including Advisor Gateway, eSign, Client Management, Client Review Center, and eMoney®
- Deliver training and assistance through inbound calls, inbox support, and escalations
- Stay current on required training, application releases, and system updates
- Identify and recommend process improvements within assigned responsibilities
- Analyze performance trends and offer coaching recommendations
- Partner with Product Teams to stay ahead of updates and escalate issues when needed
- Present recommendations for resolving complex situations while applying sound judgment
- Collaborate with Platform Support colleagues, internal partners, and stakeholders
- Support and guide less experienced staff to promote team effectiveness
- Contribute ideas to improve or implement processes and tools within the Strategy and Execution area
- Carry out complex administrative, transactional, operational, and customer support tasks
- Ensure efficient execution of projects and operational activities
- Provide subject matter expertise and procedural interpretation for team members
- Offer leadership to help the team achieve shared goals
- Engage with the immediate team and external partners across a wide range of topics
- Provide guidance and subject matter expertise to immediate Strategy and Execution team
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
