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Administrative Assistant III job in Indianapolis at Merrill Lynch

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Administrative Assistant III at Merrill Lynch

Administrative Assistant III

Merrill Lynch Indianapolis, IN Full Time

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. Position Description

Performs diverse, advanced and confidential administrative support functions including composing, signing and distributing routine but somewhat complex correspondence. Relieves management from administrative details; gathers, compiles and reports information relevant to/for the 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. Frequently involved in high-level executive contact and has regular exposure to sensitive information--must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills. Thorough knowledge of a variety of software programs. Self-starter who can handle high-pressure situations with ease, and can effectively balance multiple priorities at once.

Required Skills:

  • Minimum of 1+ years of professional or relevant internship experience required

  • Strong client service & technical skills (Outlook, MS Word, Excel, and PowerPoint)

  • Strong communication, time management, and organizational skills are required


Desired Skills:

  • Undergraduate degree or equivalent experience preferred

  • Prior knowledge of financial products, policies & procedures/Human Resources/Recruiting is highly preferred

  • Three+ year(s) of experience supporting a senior level manager within the financial services field (or relevant internship experience)

  • Knowledge of wealth management tools preferred (Salesforce, Wealth Management Workstation, Tableau)

  • Experience booking travel, event planning/coordination, managing multiple calendars, onboarding/HR, purchasing requisitions

  • Other helpful software to understand: Discovery Data, WebEx, SAP/Concur, SharePoint, Workday

*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. Position Description

Performs diverse, advanced and confidential administrative support functions including composing, signing and distributing routine but somewhat complex correspondence. Relieves management from administrative details; gathers, compiles and reports information relevant to/for the 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. Frequently involved in high-level executive contact and has regular exposure to sensitive information--must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills. Thorough knowledge of a variety of software programs. Self-starter who can handle high-pressure situations with ease, and can effectively balance multiple priorities at once.

Required Skills:

  • Minimum of 1+ years of professional or relevant internship experience required

  • Strong client service & technical skills (Outlook, MS Word, Excel, and PowerPoint)

  • Strong communication, time management, and organizational skills are required


Desired Skills:

  • Undergraduate degree or equivalent experience preferred

  • Prior knowledge of financial products, policies & procedures/Human Resources/Recruiting is highly preferred

  • Three+ year(s) of experience supporting a senior level manager within the financial services field (or relevant internship experience)

  • Knowledge of wealth management tools preferred (Salesforce, Wealth Management Workstation, Tableau)

  • Experience booking travel, event planning/coordination, managing multiple calendars, onboarding/HR, purchasing requisitions

  • Other helpful software to understand: Discovery Data, WebEx, SAP/Concur, SharePoint, Workday

*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. Position Description

Performs diverse, advanced and confidential administrative support functions including composing, signing and distributing routine but somewhat complex correspondence. Relieves management from administrative details; gathers, compiles and reports information relevant to/for the 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. Frequently involved in high-level executive contact and has regular exposure to sensitive information--must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills. Thorough knowledge of a variety of software programs. Self-starter who can handle high-pressure situations with ease, and can effectively balance multiple priorities at once.

Required Skills:

  • Minimum of 1+ years of professional or relevant internship experience required

  • Strong client service & technical skills (Outlook, MS Word, Excel, and PowerPoint)

  • Strong communication, time management, and organizational skills are required


Desired Skills:

  • Undergraduate degree or equivalent experience preferred

  • Prior knowledge of financial products, policies & procedures/Human Resources/Recruiting is highly preferred

  • Three+ year(s) of experience supporting a senior level manager within the financial services field (or relevant internship experience)

  • Knowledge of wealth management tools preferred (Salesforce, Wealth Management Workstation, Tableau)

  • Experience booking travel, event planning/coordination, managing multiple calendars, onboarding/HR, purchasing requisitions

  • Other helpful software to understand: Discovery Data, WebEx, SAP/Concur, SharePoint, Workday

*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
 

Recommended Skills

  • Coordinating
  • Human Resources
  • Recruitment
  • Onboarding
  • Wealth Management
  • Microsoft Power Point
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