Market Executive Assistant

Bank of America•New Orleans, LA

2d•Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services. The Market Executive Assistant provides diverse and confidential administrative support, including extensive calendar management. The role supports management with administrative tasks; coordinates travel; processes expenses; gathers and reports information relevant to executives; and responds to incoming mail. The position may also assist with organizing in-person meetings and off-sites and with managing competing objectives, projects, or activities in a responsive and personable manner. The role communicates with executives and line management, answers and manages a manager’s phone line, proactively manages calendars for multiple executives, arranges travel and meeting details, prepares meeting minutes and documents, and prepares correspondence, reports, and forms. It also includes assisting with Financial Advisors’ compensation questions. Merrill describes its culture as committed to in-office collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The stated schedule is first shift, with 37.5 hours per week.

Requirements

At least 3 years of professional experience.
Strong client service and technical skills, including MS Word, PowerPoint, and Excel.
Strong communication, time management, and organizational skills.
Skills listed: administrative services, attention to detail, customer and client focus, planning, prioritization, adaptability, collaboration, event planning, office administration, problem solving, facilities management, oral communications, recording and organizing information, research, and written communications.

Nice To Haves

Undergraduate degree or equivalent experience.
Prior knowledge of financial products, policies, and procedures.
At least 3 years of experience supporting a senior-level manager within financial services, or relevant internship experience.
Knowledge of wealth management tools.
Series 7 and 63/65 or 66 registrations; management may ask the associate to acquire these licenses.

Responsibilities

Communicate with executives and line management to gather and convey relevant information.
Answer a manager’s phone line, document accurate messages, and handle calls with appropriate judgment.
Proactively manage the calendars of multiple executives and professionally resolve conflicts.
Arrange travel and handle details related to travel arrangements, expense reports, meetings, and appointments.
Prepare meeting minutes and related meeting documents.
Prepare correspondence, reports, and forms for leaders; interact with internal and/or external customers to answer questions, research issues, and resolve problems.
Assist with Financial Advisors’ compensation questions.
Assist with organizing in-person meetings and off-sites as needed.
Manage different and conflicting objectives, projects, or activities in a responsive and personable manner.
Respond to incoming mail.