Administrative Assistant

Wells Fargo • Westlake Village, CA • 1h ago

About this role:

Wells Fargo is seeking an Administrative Assistant within Wealth Investment Management Team . Learn more about our career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

In this role, you will:

Support executive-level administrative, operational tasks and client-facing support activities across a fast-paced financial advisory team

Assist with recruiting operations, onboarding coordination, scheduling and relationship management activities.

Maintain a strong understanding of basic investment concepts, client review processes, and financial planning cycles

Demonstrate advanced proficiency in Microsoft Excel, Outlook PowerPoint including data tracking, reporting, and analysis

Assist with operations oriented tasks, including client documentation, money movement, account openings, and documentation processing

Deliver high-quality service by working closely with both internal partners and external clients

Deliver a high level of client-facing support, ensuring a polished, confidential and professional experience

Anticipate needs and proactively manage priorities in a multi-advisor, deadline-driven environment

Required Qualifications:

1+ year of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Experience working in the financial services industry

High level of C-Suite experience

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 working with project management

Ability to handle confidential material in a professional manner

Excellent verbal, written, and interpersonal communication skills

Strong attention to detail and accuracy skills

Strong organizational, multi-tasking, and prioritizing skills

Ability to answer and manage multiple phone lines

Experience supporting senior level leaders/executives

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

Job Expectations:

Position will require onsite presence

Relocation assistance is not available for this position

This position is not eligible for Visa sponsorship

Posting Location:

3059 Townsgate Rd. Westlake Village, CA 91361

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$30.77 - $45.67

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:

27 May 2026

*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-547429

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