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.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

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 informationAnswers manager's phone line, documenting accurate messages, and handling calls with appropriate judgmentManages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional mannerArranges and handles details related to travel arrangements, expense reports, meetings, and appointmentsPrepares meeting minutes and related meeting documents, utilizing written and oral communication skillsPrepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems

Desired Skills

1+ years professional, Client focused or relevant internship experience requiredStrong client service & technical skills (MS Word & Excel)Outstanding communication skills, both written and verbalStrong leadership abilities, time management and organization skillsAbility to commit to and follow through with the execution of multiple and often competing priorities to meet deadlinesUndergraduate degree or equivalent experience preferredPrior knowledge of financial products, policies & procedures is highly preferredExperience supporting a senior level manager within the financial services field or relevant internship experience Knowledge of wealth management tools preferred

Skills:

Administrative ServicesAttention to DetailCustomer and Client FocusPlanningPrioritizationAdaptabilityCollaborationEvent PlanningOffice AdministrationProblem SolvingFacilities ManagementOral CommunicationsRecording/Organizing InformationResearchWritten Communications

Shift:

1st shift (United States of America)

Hours Per Week: 

40