Job Description:

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 service.

Job Description:
This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for 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

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

Required 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

Desired Qualifications:

• 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

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

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

Pay Transparency details

US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512)

Pay and benefits information

Pay range

$25.00 - $52.34 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.