Performs moderately complex administrative duties, reviews drafts and finished documents and edits for grammar usage and style. Prepares presentation materials; arranges meetings, conferences and premise / phone moves. Handles highly sensitive information. May coordinate department training and monitor security / database administration and compliance. Schedules travel accommodations, orders supplies and performs other duties. Serves as resource for basic company policies and procedures such as vacation and expense reimbursements. Requires strong administrative support skills and thorough knowledge of a variety of software programs.
Minimum of 1+ years professional or relevant internship experience required
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management and organizational skills are required
Undergraduate degree or equivalent experience preferred
Prior knowledge of financial products, policies & procedures is highly preferred.
1+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience
Series 7 & 63/65 or 66 registration preferred; management may ask for associate to acquire these licenses
Knowledge of wealth management tools preferred
Bank of America - 17 months ago
Bank of America Corporation is a bank holding company. Through its banking subsidiaries (the Banks) and various non-banking subsidiaries...