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Wells Fargo

Associate Administrative Assistant (WF Advisors)

Reposted 17 Hours Ago
Be an Early Applicant
Hybrid
Scottsdale, AZ
Entry level
Hybrid
Scottsdale, AZ
Entry level
About this role:
Wells Fargo is seeking an Associate Administrative Assistant in Wealth and Investment Management as part of Wells Fargo Advisors.
In this role, you will:
  • Support Administrative Assistants or leaders by performing routine administrative tasks
  • Identify ways to improve individual work processes within established administrative procedures
  • Perform routine administrative tasks, including scheduling appointments, making travel arrangements, distributing mail, producing routine documents and reports, using word processing and spreadsheet software, performing routine data entry operation, answering, as well as directing phone calls, and taking messages as needed
  • Receive direction from administrative assistants, supervisors, or leaders
  • Escalate questions and issues to more experienced individuals
  • Interact with immediate Administrative Assistants team on basic information, as well as internal and external clients
Required Qualifications:
  • 6+ months of Administrative Support experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Strong attention to detail
  • Ability to navigate within Excel & Word
  • Project coordination experience
  • Ability to handle multiple projects simultaneously
  • Excellent verbal & written communication skills
  • Ability to review policies and procedures to ensure accuracy
Job Expectations:
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Posting End Date:
2 Nov 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.

Top Skills

Excel
Word

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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