Administrative Assistant 2 - Wealth Management
Company: Wells Fargo Bank
Posted on: February 16, 2020
Important Note: During the application process, ensure your contact
information (email and phone number) is up to date and upload your
current resume when submitting your application for consideration.
To participate in some selection activities you will need to
respond to an invitation. The invitation can be sent by both email
and text message.? In order to receive text message invitations,
your profile must include a mobile phone number designated as
?Personal Cell? or ?Cellular? in the contact information of your
At Wells Fargo, we want to satisfy our customers? financial needs
and help them succeed financially. We?re looking for talented
people who will put our customers at the center of everything we
do. Join our diverse and inclusive team where you?ll feel valued
and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding
talent. It all begins with you.
Wealth and Investment Management (WIM) businesses build enduring
client relationships through sound, thoughtful and objective
advice. We help our clients by developing individualized plans for
everything from retirement goals to business succession planning,
to family legacy intentions. Services include comprehensive
planning and advice, investment management, brokerage, private
banking, estate planning strategies, trust, and both individual and
The Administrative Assistant 2 position will support the Private
Bank in the Philadelphia market.? Responsibilities include
screening and selectively handling phone calls; creating various
correspondence;? coordinate complex meetings and travel
arrangements;? prioritize and manage daily emails;? prepare
expenses;? proxy for various internal systems;? privy to sensitive
information as it pertains to the LOB; assisting with budgets;?
supporting and facilitating larger projects requested by others:
Marketing, and Facilities teams. Will work with Microsoft Dynamics
CRM,? Concur, Time Tracker,? and SharePoint.
--- Communicate and interact? with Wells Fargo management, and
occasionally with customers and referral sources
--- Compose complex and/or confidential correspondence to internal
and external clients and business partners
--- Develop familiarity with callers and maintain fine-tuned sense
of priority of callers and time sensitivity of matters
--- Plan and execute internal special meetings
--- Acts as an information source on departmental/business unit
policies and procedures
--- Coordinate with contractors to ensure all office equipment and
operations are fully functioning.
Additional duties may include:
--- Compiling information and preparing moderately complex reports
using appropriate software.
--- Balancing routine general ledger lines and/or expense
--- Assisting with personnel/payroll processing and record
--- Answering questions regarding business unit policies and
--- May work closely with both internal and external customers to
meet their service needs.
--- May be responsible for providing support to the business line
staff in the areas of reporting, customer/business documentation,
sales and service goals.
--- May monitor and assist with forecasting monthly budget.
Performing special projects as requested.
--- Forecasting monthly budget.
--- Performing special projects as requested.
--- Order supplies
--- 1+ years of clerical experience demonstrated through work or
--- Financial industry experience
--- Wealth management experience
--- Excellent verbal, written, and interpersonal communication
--- Intermediate Microsoft Office skills
--- Strong attention to detail and accuracy skills
Other Desired Qualifications
--- Effective organizational, multi-tasking, and prioritizing
--- Ability to work independently, proactively, innovatively, and
creatively while exercising sound judgment
--- Experience supporting mid to senior level managers
--- Experience managing complex calendaring and expense reports
--- Experience managing personal and confidential company materials
with sensitivity and discretion
--- Must be highly focused and results oriented in supporting
complex, deadline driven operations, exercise sound judgment and
problem solving skills.
--- Demonstrated ability to be self-directed and complete projects
with limited direction
--- Demonstrated ability to speak effectively and confidently with
all levels of management
PA-Philadelphia: 1 S Broad St - Philadelphia, PA
All offers for employment with Wells Fargo are contingent upon the
candidate having successfully completed a criminal background
check. Wells Fargo will consider qualified candidates with criminal
histories in a manner consistent with the requirements of
applicable local, state and Federal law, including Section 19 of
the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and
transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity
Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual
Keywords: Wells Fargo Bank, Philadelphia , Administrative Assistant 2 - Wealth Management, Executive , Monroeville, Pennsylvania
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