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Administrative Assistant MLWM

Northbrook, Illinois

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.

Position Description:

The Administrative Assistant – MLWM is a key support partner to a team of financial advisors with primary responsibilities of assisting with all administrative functions related to client service including answering client calls and routing to appropriate team members, receiving clients when they enter the office, and coordinating logistics for events and meetings (for both clients and internal team).

Performs administrative duties which include managing travel and expenses for team members, ordering office supplies and materials, taking notes during important meetings, and creating documents for internal team and client use. Performs other miscellaneous administrative tasks; e.g. logistics of an office move. May manage a number of different and often competing priorities, projects, or activities at one time. Communicates with team members to gather or convey relevant information. May be involved in high-level client contact and exposure to sensitive information and must use considerable tact, diplomacy and judgment.

Required Skills:

Strong written and verbal communication skills

Polished and professional in person, phone and email communications

Ability to handle highly sensitive, confidential and non-routine information with the highest degree of integrity

Advanced PC skills with knowledge of Microsoft Word, Excel, & PowerPoint applications

Concur or similar experience processing travel and expenses

Strong collaboration skills and the ability to follow well defined procedures and practices

Significant time management, organization, multi-tasking and prioritization skills

** Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

37.5

Weekly Schedule:

Referral Bonus Amount:

0

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.

Position Description:

The Administrative Assistant – MLWM is a key support partner to a team of financial advisors with primary responsibilities of assisting with all administrative functions related to client service including answering client calls and routing to appropriate team members, receiving clients when they enter the office, and coordinating logistics for events and meetings (for both clients and internal team).

Performs administrative duties which include managing travel and expenses for team members, ordering office supplies and materials, taking notes during important meetings, and creating documents for internal team and client use. Performs other miscellaneous administrative tasks; e.g. logistics of an office move. May manage a number of different and often competing priorities, projects, or activities at one time. Communicates with team members to gather or convey relevant information. May be involved in high-level client contact and exposure to sensitive information and must use considerable tact, diplomacy and judgment.

Required Skills:

Strong written and verbal communication skills

Polished and professional in person, phone and email communications

Ability to handle highly sensitive, confidential and non-routine information with the highest degree of integrity

Advanced PC skills with knowledge of Microsoft Word, Excel, & PowerPoint applications

Concur or similar experience processing travel and expenses

Strong collaboration skills and the ability to follow well defined procedures and practices

Significant time management, organization, multi-tasking and prioritization skills

** Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

Learn more about this role

Full time

JR-21076349

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Sulaka Polidura

Referral Bonus:

0

Street Address

Primary Location:
1033 SKOKIE BLVD, IL, Northbrook, 60062