Administrative Assistant
Merrill Lynch (Denver, Colorado)

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Department Description:

Merrill Lynch is one of the world’s leading wealth management, capital markets and advisory companies, with offices on six continents.  We are a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serve as a strategic advisor to corporations, governments, institutions and individuals worldwide.

Brief Description:

Global Wealth Management (GWM) provides advice-based wealth management services and products to individual clients and businesses. The GWM business model is based on our network of more than 15,000 financial advisors (FAs) in nearly 700 offices around the world and the one-to-one relationships they develop with their clients.

Every aspect of a client's financial life is considered, enabling financial advisors to become essential partners to their clients and provide customized financial planning and wealth management advice, products and services.

GWM serves the myriad needs of high-net-worth individuals and small- and mid-sized business owners. Nearly two-thirds of assets under management come from relationships with clients who have investable assets of $1 million or more. We also serve thousands of individuals through employee retirement plans.Job Responsibilities:

We are seeking a candidate to serve as an Administrative Assistant in Denver, Colorado.  The position requires a strong candidate with superior efficiency, work style and professionalism to support the Division Bank Head for the Global Bank Group Distribution team for the Southwest Mountain Division.  Candidate must have the ability to interface with both internal home office partners and financial advisors in a fast paced environment.  Should be proficient in Microsoft Word, Excel and Outlook and PowerPoint. Significant skills in Excel and PowerPoint an advantage.

 

Responsibilities include:

 

Work proactively to support the Division Bank HeadCalendar maintenance & scheduling Manage travel arrangements Assist in creating and editing PowerPoint presentations as needed Assist in tracking various data in Excel Process expense reports on a timely basis ; correspond with accounts payable management on all requests to complete transaction Handling telephone calls (responding, screening, and delegating calls, as appropriate) Establishing and maintaining files; Coordinating conference calls and meetings; Sorting and distributing of mail and faxes, as needed; Ordering office supplies and processing invoices Build and maintain relationships with all work related personnel Interaction with home office partners, financial advisors, support staff, clients, etc. with strictest confidence, professionalism and respectAssist Field Specialists Managers in field however possible (i.e. travel & expense, travel)Qualifications:
3+ years as an Administrative Assistant, particularly supporting executive-level managementProven track record of success within administrative supportProfessional positive attitude, ambitious and assertive Dynamic individual with excellent energy, drive and unshakable work ethicArticulate - excellent verbal and written communication skills. Excellent phone etiquette Self-guided; ability to work independently with strong attention to detail/problem solving skills Highly organized and able to prioritize Ability to multi-task in a highly visible, fast-paced, team-oriented environment Attention to detail is a mustAbility to interface with all levels of management, clients and financial advisor teamsAbility to handle confidential matters and information with extreme discretionTypical Hours: 8:00am – 4:30pm approx Proficient in Microsoft Outlook, Word, Excel, PowerPoint.

 

Merrill Lynch is an Equal Opportunity Employer.

The Firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.

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