Executive Assistant to Wealth Management Leaders

Bank of America; New Orleans (LA); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an experienced Administrative Assistant to provide confidential executive support. The role includes extensive calendar management, travel arrangements, expense processing, and coordination of information for senior leaders.

You will handle in-person and virtual meetings, prepare minutes and documents, and respond to inquiries while maintaining professional, service-driven communication with internal and external partners.

Qualifications

• Minimum of 3+ years professional experience
• Strong client service & technical skills (MS Word, Powerpoint & 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
• Assisting with Financial Advisors compensation questions.

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

Undergraduate degree or equivalent experience

Tools

MS Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking an experienced Administrative Assistant to provide confidential executive support. The role includes extensive calendar management, travel arrangements, expense processing, and coordination of information for senior leaders.

You will handle in-person and virtual meetings, prepare minutes and documents, and respond to inquiries while maintaining professional, service-driven communication with internal and external partners.