Why you should apply for a job with Merrill:
FGB’ers working at Merrill rated their manager’s support a 4.5/5
After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
FGB'ers' job reviews
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Position summary
Job Description:
Description:
Performs diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence. Usually relieves management of administrative details; gathers, compiles and reports information relevant to/for 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. May be involved in high-level client contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills. 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; management may ask for associate to acquire these licenses
Knowledge of wealth management tools preferred
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What are Merrill perks and benefits
Paid maternity
Paid paternity
Paid adoptive
About the company
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue their goals by uncovering client concerns and priorities and helping them develop portfolios that align with what they want to achieve, including planning for retirement, ...