Executive Admin Specialist, Wealth Management

Bank of America; Sacramento (CA); On-site; USD 34,000 - 72,000; Full time

Job summary

Bank of America’s Merrill Wealth Management group seeks an administrative professional to provide confidential support to executives. The role focuses on extensive calendar management, travel arrangements, expense processing, and handling executive communications.

Responsibilities include preparing meeting minutes, documents, and correspondence, coordinating meetings and off-sites, and responding to inquiries with professional judgment.

Qualifications

• Minimum of 1+ years professional or relevant internship experience.
• Strong client service & technical skills (MS Word & Excel)
• Strong communication, time management and organizational skills.

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

Skills

Administrative Services

Attention to Detail

Customer and Client Focus

Planning

Prioritization

Adaptability

Collaboration

Event Planning

Office Administration

Problem Solving

Facilities Management

Oral Communications

Recording/Organizing Information

Research

Written Communications

Education

High School Diploma / GED

Undergraduate degree or equivalent experience

Tools

MS Word

Excel

Job description

Bank of America’s Merrill Wealth Management group seeks an administrative professional to provide confidential support to executives. The role focuses on extensive calendar management, travel arrangements, expense processing, and handling executive communications.

Responsibilities include preparing meeting minutes, documents, and correspondence, coordinating meetings and off-sites, and responding to inquiries with professional judgment.