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