Executive Administrative Assistant, Wealth Management

Bank of America; Pepper Pike (OH); On-site; USD 42,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division is seeking an experienced administrative professional to provide confidential support to senior leaders. The role emphasizes extensive calendar management, travel coordination, expense processing, and information gathering for executives, with a focus on responsive, client-centered service.

You will organize meetings and off-sites, manage competing priorities, and prepare minutes, reports, and correspondence while maintaining professional

Qualifications

• Minimum of 3+ years professional, client-focused experience or relevant internship.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent verbal and written communication; professional interactions with clients and leaders.
• Comfort with technology and digital banking tools to assist clients.
• Proficiency in Microsoft Office applications including Excel and PowerPoint.

Responsibilities

• Communicates with executives and management to gather and convey relevant information.
• Answers manager's phone line, documents messages, and handles calls with judgment.
• Manages calendars for multiple executives; resolves conflicts professionally.
• Arranges travel, expense reports, meetings, and appointments.
• Prepares meeting minutes and related documents; supports leadership communications.
• Produces correspondence, reports and forms; assists with internal/external inquiries.

Skills

Attention to detail

Planning

Prioritization

Collaboration

Oral communications

Written communications

Problem solving

Customer and client focus

Administrative services

Event planning

Education

High School Diploma / GED

Tools

Microsoft Office

Excel

PowerPoint

Co Pilot

Job description

Bank of America’s Merrill Wealth Management division is seeking an experienced administrative professional to provide confidential support to senior leaders. The role emphasizes extensive calendar management, travel coordination, expense processing, and information gathering for executives, with a focus on responsive, client-centered service.

You will organize meetings and off-sites, manage competing priorities, and prepare minutes, reports, and correspondence while maintaining professional