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Wells Fargo
Administrative Assistant
ROLLING HILLS ESTATES, CA
May 31, 2025
Full-time
Full Job Description

About this role:

Wells Fargo is seeking an Administrative Assistant for the Wealth & Investment Managment, Private Client Group. Learn more about the career areas and lines of business at wellsfargojobs.com


In this role, you will:

  • Support performance of less experienced Administrative Assistance staff and overall effectiveness of team in performing moderately complex to complex administrative tasks

  • Be responsible for compiling information, preparing moderately complex reports, and balancing routine general ledger lines or expense accounts

  • 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

  • Assist with selectively referring callers, and answering questions regarding business unit policies and procedures

  • Provide subject matter expertise and interpretation of administrative procedures to less experienced staff

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

  • Interact with immediate Administrative Assistant team, functional area, and internal peers regarding routine administrative tasks

  • 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


Desired Qualifications:

  • 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 supporting financial advisors and brokers

  • Ability to follow policies, procedures, and regulations

  • Ability to handle confidential material in a professional manner

  • Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

  • Highly proficient in drafting and proof-reading written documents utilizing proper grammar, punctuation, and spelling

  • High level of motivation, demonstrated ability to be proactive and adaptable to change; leads self and others through change

  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

  • Ability to provide strong customer service while actively listening and responding in an appropriate manner

  • Ability to work effectively, as well as independently, in a team environment

  • Demonstrated leadership in identifying and implementing process efficiencies and sharing best practices with others in order to improve the overall effectiveness of the team

  • Excellent technical skills

  • Excellent verbal, written, and interpersonal communication skills


Job Expectations:

  • Position will require onsite presence

  • This position offers a hybrid work schedule.

  • Relocation assistance is not available for this position

  • This position is not eligible for Visa sponsorship

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.

$24.57 - $36.88

Benefits

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 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

Posting End Date:

6 Jun 2025

*Job posting may come down early due to volume of applicants.

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.

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.

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.

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Job Information
Job Category:
Administrative and Clerical
Spotlight Employer
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Administrative Assistant
Wells Fargo
ROLLING HILLS ESTATES, CA
May 31, 2025
Full-time
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