Wells Fargo

Job Category:



San Francisco, California


United States

Postal Code:


Approximate Salary:

Not Specified

Position Type:

Full Time


415) 820-7800

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Administrative Assistant 4

Wells Fargo - San Francisco, California

Posted: 07/12/2018

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.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our nine major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Securities, and the Investment Portfolio. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

The Wells Fargo Investment Portfolio (“IP”) comprises the Macro Investment Portfolio (“MIP”) and public and private investments for the Credit Investment Portfolio (“CIP”), with dual reporting to the CFO (MIP) and the Head of Wholesale Banking (CIP).

The Investment Portfolio manages a portfolio of fixed income investments to achieve liquidity, interest rate risk management, and earnings objectives on behalf of Corporate ALCO. IPG invests in high quality, readily marketable securities across a spectrum of asset classes. All of IP's transactions and activities are subject to review and oversight by ALCO, the Treasurer, the CFO, and the CEO.


Performs a variety of administrative duties in support of one or more business executives, spanning multiple portfolios. Duties include: handling phone calls and correspondence directed to the business manager(s) from senior executives, external suppliers, regulators, business partners and/or selectively referring callers; establishing and implementing office procedures and controls; handling time sensitive issues; using MS Office suite to compose complex and/or confidential correspondence, presentations and meeting materials; balancing general ledger lines and/or expense accounts; researching general ledger issues; assisting with budgetary planning; may direct the work of others. Provides support and facilitates larger projects managed by others and may manage less complex projects. Acts as an information source on group and company policies.

Team members 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 and if 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.

Required Qualifications

  • 3+ years of administrative support experience
Desired Qualifications

  • Ability to handle confidential material in a professional manner
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Other Desired Qualifications
  • Experience supporting multiple executives with calendar management, travel arrangements, scheduling of meetings and events
  • Highly professional verbal and written communication skills. Constantly aspiring to represent Wells Fargo's Vision & Values
  • 3+ years administrative support experience within financial services

  • Experience dealing with external vendors and suppliers

  • Ability to create complex correspondence, presentations, and meeting materials

  • Previous experience balancing general ledger and/or expense accounts


  • 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.

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