About this role:
Wells Fargo is seeking an Associate Executive Specialist in Wealth Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Provide a high level of professional support which includes a balance of experienced executive level administrative work, as well, as ongoing ad-hoc project and business initiatives such as planning meetings, tracking deliverables and pulling routine reports
Perform heavy calendaring, complex travel planning, extensive document creation and editing, and preparing expense report submissions
Support projects
Assist with budget planning and compile statistical data for financial planning
Act as information source on group and company policies
Receive direction from supervisor and exercise judgement within defined parameters while developing understanding of the Administrative Support function
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with external customers
Required Qualifications:
6+ months of Executive Administration experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Concur and Salesforce experience preferred
Detail-oriented, highly organized, and proactive
Exceptional customer service standards
Strong interpersonal skills and the ability to interact and communicate with C-suite external clients, Senior leadership and other team members
Ability to articulate clearly and concisely in both written and oral communication
Ability to multi task and adapt to situations quickly
Ability to work independently with minimal supervision
Responds to requests and inquiries in a timely manner
Works well in a team environment; demonstrates respect and collaboration
Ability and willingness to collaborate with teammates to ensure appropriate support and coverage
Serves as an extension of senior leadership adapting to a culture of partnership, teamwork, results orientation, and professionalism
Demonstrates proficiency with Domestic and International travel
Ability to manage and process reports, maintaining financial efficiencies and reducing costs
Ability to adhere to confidentiality practices and guidelines
Financial services experience.
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
Ability to work in a fast paced deadline driven environment.
Experience supporting multiple managers with calendar management, travel arrangements, scheduling of meetings and events.
Posting Location:
450 Post Rd E. Westport, CT 06880
@RWF22
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$36.68 - $65.24Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:
4 Feb 2025*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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.