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Senior Administrative Assistant

Wells Fargo
New York City, United Statesfull_timeVerifiedPosted 24 Jan 2025

About the role

About this role:

Wells Fargo is seeking a Senior Administrative Assistant in Corporate & Investment Banking.Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.


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, US:

  • 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:

  • Proficient knowledge of Microsoft Office Suite
  • Expert knowledge of Concur Travel and Expense System
  • Expert understanding of role as it relates to CIB expense policy standards and procedures
  • Complex calendar management and appointment scheduling for multiple leaders
  • Create, own and manage team distribution lists as needed
  • Coordinating complex travel arrangements and expense report processing
  • Receive and distribute office mail; prepare packages for pickup and delivery
  • Manage, create and distribute reports and meeting documents for organization leaders
  • Answering and directing phone calls, visitors, and other internal team members
  • Procurement—business cards, office supplies, etc.
  • Liaise with internal business partners including but not limited to IT, SCTS, ON/OFFB team for all technology requests and needs. 
  • Support LOB in organizing events such as charity, customer facing, and office events
  • Facilitate any needs to address suite/building issues that arise for the organization
  • Manage inbox for various LOB leaders while maintaining discretion of privileged information
  • Works closely with both internal and external customers to meet their service needs.
  • Responsible for providing support to the business line staff in the areas of preparing/organizing business documents such as decks, agendas, reports, pitch books
  • Performs complex administrative tasks for a manager, department, and/or business unit.
  • Acts as liaison for LOB leader and direct reports
  • Coordinate with reception and CIB Infrastructure Support team to onboard and off board team members in LOB. 
  • Serve as backup to administrative support team members in and out of assigned region and LOB.
  • Point of contact for records retention.
  • i9 approver for Wells Fargo staff
  • Manage varying quantities of expense reporting on a monthly basis
  • Provides project management administrative support for LOB
  • Processes requests in Ticket Management System
  • Processes requests in Global Pre-clearance System
  • Act as proxy for various internal approvals
  • Provides support and facilitates larger projects managed by others and may manage moderately complex projects.
  • Acts as an information source on group and company policies.
  • Process charitable contribution sponsorships and invoice requests
  • Receive office visitors and secure building access for internal team members and external clients
  • Participates in planning/executing a variety of programs, services and initiatives. Examples might include, but are not limited to process improvement,

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Company

Wells Fargo

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