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Market Executive Administrative Assistant III

Portland, Oregon

Job Description:

Business Overview:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.  We believe trust comes from transparency.  Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Job Description:

There is an immediate opening for a highly motivated and experienced Executive Assistant to support the Market Executive of the Merrill Wealth Management Leadership Team based in Portland, OR.


The ideal candidate should have strong attention to detail, organizational and time management skills, excellent communication skills and possess highly effective interpersonal skills. The right candidate will work in a fast paced environment and be an integral member of a strong leadership team. He/She should display strong leadership skills and be highly motivated to positively impact the business and deliver excellent client service both internally and externally. The ideal candidate may be involved in high-level client contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills are preferred with a thorough knowledge of a variety of software programs.

The role of the Executive Assistant will be to perform diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence. He/she usually relieves management of administrative details; gathers, compiles and reports information relevant to/for department; may manage a number of different and often conflicting objectives, projects or activities at one time. Communicates with executives and line management to gather or convey relevant information.

Specific responsibilities will include but not be limited to:

HR coordination

  • Travel & Expense Reimbursements, reconcile travel expenses
  • Review correspondence
  • Analytics reporting
  • Calendar coordination
  • Event Planning and Executing
  • Marketing

Qualifications:

Undergraduate degree or equivalent experience preferred

  • Minimum of 3+ years professional or relevant internship experience required
  • Strong relationship building skills to communicate with internal team and executive level management to gather/convey relevant information
  • Prior knowledge of financial products, policies & procedures is highly preferred
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills are required

Self-motivated, positive attitude a must

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

Learn more about this role

Full time

JR-20035765

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
1211 SW 5TH AVE, OR, Portland, 97204