Executive Specialist - WIM Finance

About This Role

Wells Fargo is seeking an Executive Specialist to provide high-level professional support to three Managing Directors within the Wealth & Investment Management (WIM) Finance organization. This role blends senior-level executive administrative responsibilities with ongoing project and business support. Key activities include coordinating and planning meetings, managing complex calendars, tracking key deliverables, preparing routine reports, and supporting a variety of ad hoc initiatives. The ideal candidate will demonstrate exceptional organizational skills, strong attention to detail, and the ability to operate with a high degree of professionalism and discretion in a fast-paced, dynamic environment.

In This Role, You Will

• Participate in less complex administrative duties to one or more members of more experienced management and contribute to the overall effectiveness of team
• Identify opportunities for improving or implementing processes and tools within executive business management functional group
• Assist with compilation of research, budget, and statistical data for financial planning initiative
• Establish and implement office procedures and controls, handle most sensitive customer issues and confidential correspondence
• Present recommendations for resolving more complex situations and exercise some 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 in synthesizing data from multiple sources and presenting it in appropriate formats
• Experience reviewing and preparing expense reports for leaders
• Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting, and SharePoint) skills
• 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, multi-tasking, and prioritizing 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:

• This position offers a hybrid work schedule
• Willingness to work on-site at the posted location
• Visa sponsorship is not available for this position
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
  
  

Posting Location:

• 550 South Tryon Street - Charlotte, NC 28202
  
  

Posting End Date:

1 Apr 2026

• Job posting may come down early due to volume of applicants.
  
  

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees 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 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants With Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment And Hiring Requirements

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  
  

Reference Number

R-532172