Wells Fargo · 2 hours ago
Senior Administrative Assistant - Wealth Investment Management (WIM)
NAPLES, FL
Full-time
Onsite
Mid, Senior Level
4+ years expWells Fargo is seeking a Senior Administrative Assistant for the Wealth Client Management team. The role involves supporting the performance and effectiveness of the team in performing complex administrative tasks, preparing reports, and providing high-level professional support to managers and team members.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Support performance 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
Qualification
Required
4+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Knowledge of SAP/Concur or similar expense management and travel systems
Experience in project/program management
Proficiency with Office 365 Suite (Word, PowerPoint, Excel, Outlook), Workday, Salesforce, SharePoint and a high aptitude for learning new software and systems
Proficiency with meeting platform systems Microsoft Teams
Ability to complete tight deadlines while maintaining excellent attention to detail
Previous experience in auto industry, banking, or financial services
A big-picture mindset, not for the sake of completing tasks, but devising long-term high-quality solutions
Ability to maintain confidentiality of company information
Ability to keep tasks organized and to prioritize effectively
Effective and concise communication and interpersonal skills both in-person and virtually
Proven ability to make independent decisions and pivot between responsibilities
Identify ways to improve tasks and processes to ensure timely completion, and offer ideas on trends, workflow, and presentation design
Strong analytical skills
Experience with reporting/manipulating data/trending
Strong collaboration and partnering skills
Knowledge and understanding of Shared Risk Platform (SHRP)
Exposure to Wells Fargo RCSA (Risk and Control Self-Assessment) Platform
Knowledge and understanding of Enterprise policy, process, and procedures
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
Company data provided by crunchbase