Wealth and Investment Management (WIM) is one of the company’s four main divisions. 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.
It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.
May provide administrative support to the Branch Manager and is the key contact for operational and administrative activities in a satellite branch within a centralized operations and compliance structure. This includes checks and security receipts, check disbursements, processing incoming and outgoing correspondence, HR administration, along with coordinating branch facilities management. Responsible for maintenance of the branch correspondence files. Responsible for expense reports, setting up meetings and travel arrangements. Interacts with the Main Office in the Market/Complex to facilitate the local operational and administrative functions as required by the Market/Complex Operations and Administration teams. May prepare branch correspondence to clients, and may act as the Branch Managers Client Associate and/or Assistant, working with the Branch Manager and/or FA's with a variety of administrative functions. Required to remain current on all new corporate policies, procedures and applications as well as industry rules and regulations.Required Qualifications
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.