Administrative Assistant III

Merrill Lynch
Published
October 2, 2021
Location
San Francisco, CA
Category
Job Type

Description

Job Description:

Job Description

Administrative Assistant III

Business Overview & Description

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

This role is part of the Financial Advisor Development Program (FADP) Performance organization and will support 3 senior leaders across multiple geographies and time zones.  The 3 senior leaders are Division FADP Performance Executives (DFPE) and their role is responsible for leading and coordinating the implementation and execution of the Merrill Lynch Wealth Management FADP platform at the Division level. The DFPE directly manages the aligned FADP Performance Managers holding them accountable to achieve market level results, while maintaining focus on national program consistency, ultimately graduating successful advisors into the organization.  

This role will perform diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence. Usually relieves management of administrative details including expense filing and calendar planning; gathers, compiles and reports information relevant to/for department; may manage a number of different and often conflicting objectives, projects or activities at one time. Communicates with executives and line management to gather or convey relevant information. May be involved in high-level leader contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment.  Advanced administrative and analytical skills are a must. 
Qualifications:

Required:

  • Minimum of 3+ years professional or relevant internship experience required
  • Strong client service & technical skills (MS PowerPoint, Outlook, Excel & Word)
  • Strong communication, time management and organizational skills are required

Desired:

  • Undergraduate degree or equivalent experience preferred
  • Prior knowledge of financial products, policies & procedures is highly preferred.
  •  3+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience
  • Experience supporting multiple senior leaders simultaneously

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

37.5

Weekly Schedule:

Referral Bonus Amount:

0 -->

Job Description:

Job Description

Administrative Assistant III

Business Overview & Description

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

This role is part of the Financial Advisor Development Program (FADP) Performance organization and will support 3 senior leaders across multiple geographies and time zones.  The 3 senior leaders are Division FADP Performance Executives (DFPE) and their role is responsible for leading and coordinating the implementation and execution of the Merrill Lynch Wealth Management FADP platform at the Division level. The DFPE directly manages the aligned FADP Performance Managers holding them accountable to achieve market level results, while maintaining focus on national program consistency, ultimately graduating successful advisors into the organization.  

This role will perform diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence. Usually relieves management of administrative details including expense filing and calendar planning; gathers, compiles and reports information relevant to/for department; may manage a number of different and often conflicting objectives, projects or activities at one time. Communicates with executives and line management to gather or convey relevant information. May be involved in high-level leader contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment.  Advanced administrative and analytical skills are a must. 
Qualifications:

Required:

  • Minimum of 3+ years professional or relevant internship experience required
  • Strong client service & technical skills (MS PowerPoint, Outlook, Excel & Word)
  • Strong communication, time management and organizational skills are required

Desired:

  • Undergraduate degree or equivalent experience preferred
  • Prior knowledge of financial products, policies & procedures is highly preferred.
  •  3+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience
  • Experience supporting multiple senior leaders simultaneously

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

37.5

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:
Job Description

Administrative Assistant III

Business Overview & Description

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

This role is part of the Financial Advisor Development Program (FADP) Performance organization and will support 3 senior leaders across multiple geographies and time zones.  The 3 senior leaders are Division FADP Performance Executives (DFPE) and their role is responsible for leading and coordinating the implementation and execution of the Merrill Lynch Wealth Management FADP platform at the Division level. The DFPE directly manages the aligned FADP Performance Managers holding them accountable to achieve market level results, while maintaining focus on national program consistency, ultimately graduating successful advisors into the organization.  

This role will perform diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence. Usually relieves management of administrative details including expense filing and calendar planning; gathers, compiles and reports information relevant to/for department; may manage a number of different and often conflicting objectives, projects or activities at one time. Communicates with executives and line management to gather or convey relevant information. May be involved in high-level leader contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment.  Advanced administrative and analytical skills are a must. 
Qualifications:

Required:

  • Minimum of 3+ years professional or relevant internship experience required
  • Strong client service & technical skills (MS PowerPoint, Outlook, Excel & Word)
  • Strong communication, time management and organizational skills are required

Desired:

  • Undergraduate degree or equivalent experience preferred
  • Prior knowledge of financial products, policies & procedures is highly preferred.
  •  3+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience
  • Experience supporting multiple senior leaders simultaneously

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

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