Administrative Assistant
Finni Health (YC W23)
Senior Administrative Assistant
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Denver • Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $29 - $48 per hour
Job Level
Senior
About the role
- Collaborate with the Market Leader on key strategic initiatives to drive growth to the business.
- Support the market in its efforts to maintain and strengthen culture across the organization.
- Be responsible for executing on daily operational projects inclusive of market-wide communications, budgeting & expense management, staffing, recruiting, etc.
- Be responsible for compiling information, preparing moderately complex reports, and preparing the Market Leader for meetings.
- 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.
- Provide administrative supervision and support to managers in the areas of reporting, customer or business documentation.
- Be a part of the leadership team and facilitating communication with leaders, representing the Market Leader.
- Support more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization.
Requirements
- 4+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Demonstrated understanding of the wealth management business.
- Demonstrated success leading complex projects.
- Experience with event planning.
- Self-driven with a history of high performance and ability to think quickly and execute.
- Interest in personal leadership development.
- Securities licenses (7 and 66 equivalent) as well as Series 9/10
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
administrative supportproject managementevent planningbudgetingexpense managementreport preparationcustomer supportstaffingrecruitingdata analysis
Soft skills
collaborationcommunicationleadershipself-drivenproblem-solvingorganizational skillstime managementadaptabilityinterpersonal skillsinitiative
Certifications
Securities License 7Securities License 66Series 9Series 10