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Executive Specialist

United States, Charlotte · Job Posted January 25, 2026
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Job Description

Wells Fargo is seeking an Executive Specialist who will provide a high level of professional support which includes a balance of senior executive level administrative work, as well, as ongoing ad hoc project/business initiatives such as planning meetings, tracking deliverables, and pulling routine reports.

Job Responsibility

  • Participate in less complex administrative duties to one or more members of more experienced management and contribute to the overall effectiveness of team
  • Identify opportunities for improving or implementing processes and tools within executive business management functional group
  • Assist with compilation of research, budget, and statistical data for financial planning initiative
  • Establish and implement office procedures and controls, handle most sensitive customer issues and confidential correspondence
  • Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of the function, policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with shareholders, regulatory agents, media, and internal and external customers

Requirements

2+ years of Executive Administration experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have

  • Experience as an Executive Assistant within the financial services industry
  • Experience supporting senior level leaders/executives
  • Experience supporting multiple managers with calendar management, travel arrangements, scheduling of meetings, events and onboarding
  • Experience with Wells Fargo systems such as Workday, Talent Management, HRG, My Concur or GL31 Income statements
  • Experience writing and editing internal communications, including corporate and executive level communications
  • Experience with synthesizing data from multiple sources and presenting it in appropriate formats
  • Experience reviewing and preparing expense reports for leaders
  • Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting, and SharePoint) skills
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
  • Ability to take initiative and work independently with minimal supervision in a structured environment
  • Strong organizational, multi-tasking, and prioritizing skills
  • Strong time management skills and ability to meet deadlines
  • Ability to deliver concise, time critical information to all levels of management, technology, and business teams
  • Ability to leverage problem solving and advanced judgment skills to make decisions in situations where there are no established procedures
  • Ability to be flexible and adjust plans quickly to meet changing business needs

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