Executive Specialist
Wells Fargo · Charlotte, NC · 1 mo ago
FinanceFull-time
About This Role
Wells Fargo is seeking an Executive Specialist who will provide a high level of professional support, including a balance of senior executive-level administrative work and ongoing ad hoc project/business initiatives such as planning meetings, tracking deliverables, and pulling routine reports. In this role, you will:
- Primary support for Head or Payments Operations with goal to maximize their time through calendar management
- Participate in less complex administrative duties to one or more members of more experienced management and contribute to the overall effectiveness of the team.
- Identify opportunities for improving or implementing processes and tools within the executive business management functional group.
- Aid in the compilation of research, budget, and statistical data for financial planning initiatives.
- Establish and implement office procedures and controls; handle sensitive customer issues and confidential correspondence.
- Present recommendations for resolving more complex situations and exercise independent judgment while developing understanding of the function, policies, procedures, and compliance requirements.
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
- Interact with shareholders, regulatory agents, media, and internal and external customers.
Required Qualifications
- 2+ years of Executive Administration experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications
- Experience as an Executive Assistant within the financial services industry.
- Experience supporting senior-level leaders/executives.
- Experience supporting multiple managers with calendar management, travel arrangements, scheduling of meetings, events, and onboarding.
- Experience with Wells Fargo systems such as Workday, Talent Management, HRG, My Concur, or GL31 Income Statements.
- Experience writing and editing internal communications, including corporate and executive-level communications.
- Experience synthesizing data from multiple sources and presenting it in appropriate formats.
- Experience reviewing and preparing expense reports for leaders.
- Advanced Microsoft Office skills, including Outlook, Excel, Word, PowerPoint, LiveMeeting, and SharePoint.
- Ability to develop partnerships and collaborate with other business and functional areas.
- Ability to execute in a fast-paced, high-demand environment while balancing multiple priorities.
- Ability to take initiative and work independently with minimal supervision in a structured environment.
- Strong organizational, multitasking, and prioritization skills.
- Strong time management skills and ability to meet deadlines.
- Ability to deliver concise, time-critical information to all levels of management, technology, and business teams.
- Ability to leverage problem-solving and advanced judgment skills to make decisions in situations where there are no established procedures.
- Ability to be flexible and adjust plans quickly to meet changing business needs.
Job Expectations
- Willingness to work on-site at the posted location.
Posting Location
1525 W W T Harris Blvd, CHARLOTTE, NC
Posting End Date
1 Aug 2026
Job Expectations
Willingness to work on-site at the posted location.
Visa Sponsorship
Not available for this position.
Reference Number
R-562567