Senior Administrative Assistant

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

• Self-starter with a strong desire or financial success and career advancement.  

• Strong understanding of investment products, insurance, and financial planning strategies.

• Ability to thrive in a high performance, results driven environment. 

Posting Location:

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

@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.

$25.43 - $45.24

Posting End Date:

7 Apr 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.