Senior Administrative Assistant - Wealth Investment Management (WIM)

Wells Fargo & Company•Naples, FL

23h•Onsite

About The Position

About this role: Wells Fargo is seeking a Senior Administrative Assistant for the Wealth Client Management team. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Support performance and overall effectiveness of team in performing moderately complex to complex administrative tasks Be responsible for compiling information, preparing moderately complex reports, and balancing routine general ledger lines or expense accounts Perform complex administrative, transactional, operational, or customer support tasks Provide a high level of professional support which includes a balance of more experienced level administrative work as well as ongoing ad hoc and project or business initiatives such as planning meetings, tracking deliverables and pulling routine reports Assist with selectively referring callers, and answering questions regarding business unit policies and procedures Provide subject matter expertise and interpretation of administrative procedures to less experienced staff Provide administrative supervision and support to managers in the areas of reporting, customer or business documentation Interact with immediate Administrative Assistant team, functional area, and internal peers regarding routine administrative tasks Support more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization

Requirements

4+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to complete tight deadlines while maintaining excellent attention to detail
Ability to maintain confidentiality of company information
Ability to keep tasks organized and to prioritize effectively
Effective and concise communication and interpersonal skills both in-person and virtually
Proven ability to make independent decisions and pivot between responsibilities
Identify ways to improve tasks and processes to ensure timely completion, and offer ideas on trends, workflow, and presentation design
Strong analytical skills
Experience with reporting/manipulating data/trending
Strong collaboration and partnering skills
Knowledge and understanding of Enterprise policy, process, and procedures.
This position is not eligible for Visa sponsorship
On site support in Naples, FL. Candidate must reside within a reasonable commute to location listed in the posting.
Relocation assistance is not available for this position.
Flexibility to adjust work schedule in accordance with business needs, including outside of normal business hours
Ability to work additional hours as needed
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 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.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Nice To Haves

Knowledge of SAP/Concur or similar expense management and travel systems
Experience in project/program management
Proficiency with Office 365 Suite (Word, PowerPoint, Excel, Outlook), Workday, Salesforce, SharePoint and a high aptitude for learning new software and systems
Proficiency with meeting platform systems Microsoft Teams
Previous experience in auto industry, banking, or financial services
A big-picture mindset, not for the sake of completing tasks, but devising long-term high-quality solutions
Strong analytical skills
Knowledge and understanding of Shared Risk Platform (SHRP)
Exposure to Wells Fargo RCSA (Risk and Control Self-Assessment) Platform
Knowledge and understanding of Enterprise policy, process, and procedures.

Responsibilities

Support performance and overall effectiveness of team in performing moderately complex to complex administrative tasks
Compiling information
Preparing moderately complex reports
Balancing routine general ledger lines or expense accounts
Perform complex administrative, transactional, operational, or customer support tasks
Provide a high level of professional support which includes a balance of more experienced level administrative work as well as ongoing ad hoc and project or business initiatives such as planning meetings, tracking deliverables and pulling routine reports
Assist with selectively referring callers, and answering questions regarding business unit policies and procedures
Provide subject matter expertise and interpretation of administrative procedures to less experienced staff
Provide administrative supervision and support to managers in the areas of reporting, customer or business documentation
Interact with immediate Administrative Assistant team, functional area, and internal peers regarding routine administrative tasks
Support more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization