Executive Assistant 1 - Wealth and Investment Management in San Francisco, California | DiversityInc Careers
This job has expired and you can't apply for it anymore. Start a new search.

Executive Assistant 1 - Wealth and Investment Management

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

This position will support the Wealth Management and Asset Management businesses. With over $462 billion in client assets, including $70 billion deposits and $40 billion in loans, Wells Fargo’s Wealth Management (WM) division is one of the nation’s leading providers of financial services to affluent and high-net-worth clients. Wells Fargo Asset Management (WFAM) manages of about $500 billion in client assets across a broad array of investment options across all major asset classes for institutional and intermediary clients.

The Executive Assistant will jointly support the leader of the Wealth Management Strategy team and the leader of the Asset Management Strategy team. These teams execute on high impact consulting engagements across a variety of topics that drive overall business growth and help position the WIM organization for future success. 

This position requires a high degree of tact, diplomacy, integrity, tenacity, attention to detail and accuracy due to the high frequency of senior level internal and external contacts and interface.

Primary daily duties include:

  • Effectively managing senior managers calendars and schedules
  • Coordinating and scheduling travel
  • Managing expense reports and reimbursement
  • Coordinating and planning team events (internal and external)
  • Coordinating and scheduling meetings across multiple executive leader calendars
  • Gathering feedback to prepare meeting agendas and meeting materials for attendees
  • Coordinating staff meetings and providing minutes and action items
  • Tracking and processing invoices, expense reports, etc.
  • Coordinating office space reservations for visitors
  • Planning events (inviting attendees, booking reservations, ordering food, coordinating audio/video, and coordinating with on-site contacts)
  • Providing ad hoc support to visiting executives and senior managers as needed
  • Updating organizational charts and distribution lists
  • Liaison with technology support for resolving technical issues/needs
  • Providing back-up support to other Executive Assistants/Administrative Assistants on the team
  • Ordering office supplies
  • Assisting with conference line set up; opening conference lines / VCs ahead of meeting


This position is only available in San Francisco, CA.

Required Qualifications

  • 5+ years of administrative support experience

Desired Qualifications

  • Ability to handle confidential material in a professional manner
  • Ability to manage changing travel itineraries, accurately manage expense reimbursement, manage a busy calendar and appointments flawlessly
  • Ability to organize and manage multiple priorities
  • Ability to work effectively, as well as independently, in a team environment
  • Excellent verbal, written, and interpersonal communication skills
  • Strong time management skills and ability to meet deadlines
  • Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills

Other Desired Qualifications
  • Experience in wealth and investment management
  • Experience supporting multiple senior leaders in a corporate environment
  • Ability to understand and operate successfully in a complex, heavily matrixed corporate environment
  • Sense of urgency, passion for results, and personal accountability for achievement


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.