Executive Administrative Assistant – Wealth Management

Bank of America; San Jose (CA); On-site; USD 52,000 - 109,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management is seeking an administrative professional to provide diverse, confidential support to executives, including extensive calendar management and travel coordination. You will prepare meeting materials, process expenses, and respond to inquiries with professional judgment.

In this role, you will organize in-person meetings, draft correspondence, and report information to leaders while maintaining strong client service and communication.

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

• Conveys information between executives and management.
• Answers manager’s phone line, documents messages and handles calls.
• Manages the calendar of multiple executives and resolves conflicts.

Skills

Calendar management

MS Word

MS Excel

Communication

Time management

Organizational skills

Customer service

Attention to detail

Education

High School Diploma / GED / Secondary School or equivalent

Undergraduate degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Job description

Bank of America’s Merrill Wealth Management is seeking an administrative professional to provide diverse, confidential support to executives, including extensive calendar management and travel coordination. You will prepare meeting materials, process expenses, and respond to inquiries with professional judgment.

In this role, you will organize in-person meetings, draft correspondence, and report information to leaders while maintaining strong client service and communication.