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About this role:

We are seeking an Associate Executive Specialist to support a Financial Advisory Executive of Wells Fargo Wealth & Investment Management. This individual must be a strategic partner to consult on key initiatives, tactically capable and detail oriented to execute on plans, and quick to handle day-to-day activities that do not require the market leader's individual attention.

In this role, you will:

+ Provide a high level of professional support which includes a balance of experienced executive level administrative work, as well, as ongoing ad-hoc project and business initiatives such as planning meetings, tracking deliverables and pulling routine reports

+ Perform heavy calendaring, complex travel planning, extensive document creation and editing, and preparing expense report submissions

+ Support projects

+ Assist with budget planning and compile statistical data for financial planning

+ Act as information source on group and company policies

+ Receive direction from supervisor and exercise judgement within defined parameters while developing understanding of the Administrative Support function

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

+ Interact with external customers

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:

+ Partner with cross-functional teams to streamline reposting processes and ensure data accuracy and integrity.

+ Strong proficiency in Excel (pivot tables, v-lookups, advanced formulas) and Tableau or similar data visualization tools.

+ Experience in financial analysts, budgeting or investment related reporting.

+ Provide high-level administrative and analytical support to senior financial executive within the Wealth & Investment Management division.

+ Develop, maintain, and present complex reports and dashboards using Excel, Tableau and other reporting tools.

+ Collaborate closely with the finance team to track budgets, expenses, and performance metrics.

+ Strong collaboration and partnering skills

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

Posting Location:

+ 396 Alhambra Cir. Coral Gables, FL 33134

@RWF22

Posting End Date:

2 Jun 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 (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-451362