Job 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 job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.

Responsibilities:

• Communicates with executives and line management to gather and convey relevant information

• Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment

• Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner

• Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments

• Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills

• Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems

Required:

•        Minimum of 1+ years professional or relevant internship experience required

•        Strong client service & technical skills (MS Word & Excel)

•        Strong communication, time management and organizational skills are required

Skills:

• Administrative Services
• Time Management
• Attention to Detail
• Customer and Client Focus
• Technical Skills (MS Word & Excel)
• Organizational Skills
• Planning
• Prioritization
• Adaptability
• Collaboration
• Event Planning
• Office Administration
• Problem Solving
• Facilities Management
• Oral Communications
• Recording/Organizing Information
• Research
• Written Communications

Desired Skills:

•        Undergraduate degree or equivalent experience preferred

•        Prior knowledge of financial products, policies & procedures is highly preferred.

•         1+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience

•        Series 7 & 63/65 or 66 registrations preferred; management may ask for associate to acquire these licenses

•        Knowledge of wealth management tools preferred

*Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

Shift:

Hours Per Week: 

Job Tags

Similar Jobs