Market Executive Assistant

Bank of America•New Orleans, LA

2d•Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its advisory teams offer goals-based wealth management and investment advice, with access to Merrill investment insights and Bank of America banking services. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The Market Executive Assistant provides diverse and confidential administrative support, including extensive calendar management. The role supports management with administrative tasks, travel arrangements, expense processing, information gathering and reporting, and incoming mail. It may also assist with organizing in-person meetings and off-sites and managing conflicting objectives, projects, or activities in a responsive and personable manner.

Requirements

Minimum of 3 years of professional experience.
Strong client service and technical skills, including MS Word, PowerPoint, and Excel.
Strong communication, time-management, and organizational skills.

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 in 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 scheduling conflicts.
Arrange and handle details related to travel, expense reports, meetings, and appointments.
Prepare meeting minutes and related documents.
Prepare correspondence, reports, and forms for leaders; interact with internal and 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 when needed.
Gather and report information relevant to or for executives.
Respond to incoming mail.