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Administrative Assistant III

The Woodlands, Texas

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.

Description:

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.

Qualifications:

Required:

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

Desired:

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 registrations preferred

Knowledge of wealth management tools preferred

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.

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.

Description:

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.

Qualifications:

Required:

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

Desired:

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 registrations preferred

Knowledge of wealth management tools preferred

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-22059276

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Arlene Rodriguez

Referral Bonus:

0

Street Address

Primary Location:
9595 SIX PINES DR, TX, The Woodlands, 77380