Administrative Assistant - WIM Client Relationship Group
Charlotte Staffing, Charlotte, North Carolina, United States, 28202
Wells Fargo Administrative Assistant
Wells Fargo is seeking a motivated Administrative Assistant to join Wells Fargo Wealth & Investment Management Client Relationship Group. This position will provide high-level support to a Branch Senior Manager, along with a team of Financial Advisors and Client Associates. In this role, you will: Support moderately complex administrative tasks Assist in routine payroll processing, record keeping, and reports preparation Work closely with both internal and external customers to meet required service needs Perform moderately complex administrative, transactional, operational, and customer support tasks Receive direction from supervisors regarding routine administrative process Provide support in areas of reporting and handling general ledger or expense accounts of a particular business line Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization Required Qualifications: 2+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience working in the financial services industry Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments Experience working with project management Ability to handle confidential material in a professional manner Excellent verbal, written, and interpersonal communication skills Strong attention to detail and accuracy skills Strong organizational, multi-tasking, and prioritizing skills Ability to answer and manage multiple phone lines Experience supporting senior level leaders/executives Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Job Expectations: Position will require onsite presence Relocation assistance is not available for this position This position is not eligible for Visa sponsorship 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 and/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. Posting Location: 550 S Tryon, Charlotte, NC We Value Equal Opportunity: Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Wells Fargo is seeking a motivated Administrative Assistant to join Wells Fargo Wealth & Investment Management Client Relationship Group. This position will provide high-level support to a Branch Senior Manager, along with a team of Financial Advisors and Client Associates. In this role, you will: Support moderately complex administrative tasks Assist in routine payroll processing, record keeping, and reports preparation Work closely with both internal and external customers to meet required service needs Perform moderately complex administrative, transactional, operational, and customer support tasks Receive direction from supervisors regarding routine administrative process Provide support in areas of reporting and handling general ledger or expense accounts of a particular business line Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization Required Qualifications: 2+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience working in the financial services industry Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments Experience working with project management Ability to handle confidential material in a professional manner Excellent verbal, written, and interpersonal communication skills Strong attention to detail and accuracy skills Strong organizational, multi-tasking, and prioritizing skills Ability to answer and manage multiple phone lines Experience supporting senior level leaders/executives Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Job Expectations: Position will require onsite presence Relocation assistance is not available for this position This position is not eligible for Visa sponsorship 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 and/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. Posting Location: 550 S Tryon, Charlotte, NC We Value Equal Opportunity: Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.