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Wells Fargo Senior Administrative Assistant 
United States, Maryland, Bethesda 
76347543

Yesterday

About this role:

We are seeking a Senior Administrative Assistant to support a Financial Advisory Market Leader of Wells Fargo Wealth & Investment Management. This individual must be a strategic partner to consult on key initiatives, tactically capable and detail oriented to execute on plans, and quick to handle day-to-day activities that do not require the market leader's individual attention.


In this role, you will:

  • Collaborate with the Market Leader on key strategic initiatives to drive growth to the business.

  • Support the market in its efforts to maintain and strengthen culture across the organization.

  • Be responsible for executing on daily operational projects inclusive of market-wide communications, budgeting & expense management, staffing, recruiting, etc.

  • Be responsible for compiling information, preparing moderately complex reports, and preparing the Market Leader for meetings.

  • 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.

  • Provide administrative supervision and support to managers in the areas of reporting, customer or business documentation.

  • Be a part of the leadership team and facilitating communication with leaders, representing the Market Leader.

  • Support more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization.


Required Qualifications:

  • 4+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • Demonstrated understanding of the wealth management business.


Desired Qualifications:

  • Able to set appointments with warm leads.

  • Self-driven with a history of high performance and ability to think quickly and execute.

  • Interest in personal leadership development.

  • Securities licenses (7 and 66 equivalent) as well as Series 9/10

  • 7600 Wisconsin Ave, 9th Fl.Bethesda, MD 20814

Pay Range

$25.43 - $45.24

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

10 Mar 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.