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Wealth Management Seasonal Administrative Assistant (Temporary)

Santa Monica, California

Job Description:

There is an immediate temporary opening for a highly motivated and experienced Administrative Assistant to join the Merrill Lynch Leadership Team for the Wealth Management & Investment Group, based in Santa Monica, California. 

The ideal candidate should have a strong 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 Administrative 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
  • Marketing
  • Travel & Expense Reimbursements


  • Undergraduate degree or equivalent experience preferred
  • Minimum of 3+ years professional or relevant internship experience required
  • 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

Position will last 4 to 6 months.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
100 WILSHIRE BLVD, CA, Santa Monica, 90401