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Administrative Assistant - Wealth Management

George Town, North Carolina, United States

Job Description:

LOB: Wealth Management

Role Title: Administrative Assistant

Location: George Town (Grand Cayman)

We are looking for an Administrative Assistant with preferably some experience in the Financial industry. This is a six-month fixed term contract position with the possibility of renewal.

This position reports directly to the Resident Director – MLBTC Market Leader for Merrill Lynch Bank and Trust Company (Cayman) Limited (“MLBTC”).  The role will be responsible for running the administration of the MLBTC office while supporting and working closely with the Resident Director.

Main responsibilities:

  • Receptionist  

    • Phones - answer and direct incoming calls (switchboard). Greet visitors (when applicable),

    • Couriers – Prepare courier packages for dispatch and assist courier representatives with incoming and outgoing packages/parcels.

    • Mail - open mail and distribute all incoming mail to staff as required.

    • Filing - Maintain and organize filing system of paper and electronic documents (shared drive). Responsible for all filing and cleanliness of the vault

    • Stationary - Orders stationary through local vendor and ensures supplies are adequate for the operation. Ensures stationary area is clean and organized.

    • Ensures the photocopier/scanning equipment is functional at all times

    • Conference Calls - Arrange conference calls when necessary. Host BOAML personnel visiting the island on business ensuring they have a suitable working environment, computer, phone, security to the building etc.

    • Arrange corporate events to take place outside the work place if applicable.

    • Assists with non-complex banking activities

  • Accounts Payable – responsible for collecting all vendor invoices and submitting them through the Ariba system, indexing and approval. Acts as a liaison with local vendors.

  • Credit documentation preparation – printing, preparing for Resident Director’s signature and scanning of credit documentation to Operations Centre in Hopewell, NJ.

  • Business Continuity Plan – manage and update the plan as necessary and ensure the local Cayman BCP is up to date

  • MLBTC Procedures –  responsible for tracking and updating all MLBTC GPS and Desktop procedures  

  • MLBTC Governance – ensure all aspects of MLBTC Corporate Governance is adhered to including keeping the minute book, filing resolutions, maintain MLBTC corporate records, and assist with Board and ROC meetings.

  • Assist with special projects from business partners, the Cayman Islands Monetary Authority, Financial Reporting Authority, Register of Companies, Cayman Islands Tax Authority etc.  

  • Assist the Resident Director, with additional duties as required.

The team

  • Join a small and collegial team that works very closely together

  • This team of four consisting of two long time employees and two new employees brought on in the past year brings relevant expertise and needs support as we move more functions to the local office.

Core Skills

  • Preference will be given to those applicants with experience in the finance industry or have occupied an Executive Administrative position in the past.

  • Undergraduate University degree completed or in progress.

  • Good numeric skills with exceptional attention to detail.

  • Excellent computer skills and experience with Microsoft Office

  • Ability to work within tight deadlines and a willingness to work overtime as necessary

  • Strong organizational and problem solving skills with impeccable multi-tasking abilities

  • Ability to compose professional and grammatically correct correspondence to be communicated to internal and external business partners and customers.

  • Excellent verbal communications skills

  • Customer focused, friendly and professional demeanor among staff and business partners

  • Uphold a strict level of confidentiality

  • Exceptional interpersonal skills and a team player

Bank of America

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.

Learn more about this role

Full time


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Street Address

Primary Location:
Grand Cayman, George Town, KY11102