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About the Role

This role provides diverse and confidential administrative support, including extensive calendar management, to support management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to 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

Requirements

Minimum of 1+ years professional or relevant internship experience
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management and organizational skills
Undergraduate degree or equivalent experience
Prior knowledge of financial products, policies & procedures
1+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience
Knowledge of wealth management tools preferred
Series 7 & 63/65 or 66 registrations preferred; management may ask for associate to acquire these licenses

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

Location

US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159)
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

Work Type

1st shift (United States of America)
37.5 Hours Per Week

Experience Level

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

Education Level

High School Diploma / GED / Secondary School or equivalent
Undergraduate degree or equivalent experience

Salary/Compensations

$25.00 - $52.34 hourly pay
Discretionary incentive eligible
Eligible for annual discretionary award based on performance, business, and company success

Benefits

Industry-leading benefits
Access to paid time off
Resources and support

About the Company

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Merrill 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.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
We believe trust comes from transparency.
Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.
Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work.
We value the unique perspectives in our thoughts, business, and within our employees and clients.
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Equal Opportunity

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA