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Associate Executive Specialist

Wells Fargo
New York City, United Statesfull_timeVerifiedPosted 7 Oct 2025

About the role

About the Role: Wells Fargo is seeking an Executive Specialist on the Corporate and Investment Banking team. Corporate and Investment Banking (CIB) Front Office support group is a cross-functional group of teams that provide support for CIB and the broader Wells Fargo organization. The department consists of Markets, Banking, Commercial Real Estate, Chief Admin Office, Client Lifecycle, Business Execution and Data Management verticals. Learn more about the career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Participate in complex administrative duties to one or more members of more experienced management and contribute to the overall effectiveness of team

  • Identify opportunities for improving or implementing processes and tools within executive business management functional group

  • Assist with compilation of research, budget, and statistical data for financial planning initiative

  • Establish and implement office procedures and controls, handle most sensitive customer issues and confidential correspondence

  • Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of the function, policies, procedures, and compliance requirements

  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

  • Interact with shareholders, regulatory agents, media, and internal and external customers

Key Responsibilities:

  • Administrative Support to senior executives

  • Detailed calendar and inbox management; effective scheduling of meetings and activities as required; coordinating and supporting meeting setup and execution

  • Detailed domestic and international travel bookings and logistics for senior executives across multiple time zones

  • Partner with executive’s business manager to ensure the executive is fully briefed and prepared for meetings etc.

  • Regular interactions, planning and execution of events for high priority external parties (predominantly clients), including complex and high-volume intercontinental and regional travel coordination

  • Planning and execution of high priority and external client events

  • Perform proxy role for various systems and internal approvals (ex. delegates for expense approvals, certifications/notary)

  • Provide administrative assistance on projects, committee/Board meeting preparation, etc.

  • Coordinate senior leader schedules, travel, etc.

  • Manage, create, and distribute reports and meeting documents as required; take and distribute meeting minutes if needed

  • Establish and implement controls to handle sensitive customer issues & confidential correspondence

  • Expense management: prepare and submit expense reports

  • Lead the team on implementation of new/revised processes requiring coordination with various teams, incl. consultation and collaboration with peers, colleagues and managers

  • Partner with support teams for any technology, facilities, or support needs that arise for the business (ex. physical badge access, pre-clearance submissions, etc.)

  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

  • Represent the office with competence and professionalism

  • Operate with the highest standards of confidentiality, discretion, and diplomacy

  • Use initiative to rapidly resolve general issues and queries in an efficient manner

  • Partner with the business for employee onboarding/offboarding processes

  • Support recruiting events (including coordination with external senior bankers)

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:

  • Experience providing support to C-Suite/ board level executives

  • Meticulous approach with a high attention to detail

  • Excellent verbal and written communication skills with the ability to think logically and consider alternatives to provide practical solutions based on a broad understanding of relevant factors

  • Ability to manage changing travel itineraries, accurately manage expense reimbursement, planning events, manage a busy calendar and appointments flawlessly

  • Ability to work effectively with key team members and partners across various time zones and locations

  • Dynamic, highly motivated,

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Company

Wells Fargo

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