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.
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.
Is a key support partner to a team of financial advisors with primary responsibilities of assisting with all administrative functions related to client service including answering client calls and routing to appropriate team members, receiving clients when they enter the office, and coordinating logistics for events and meetings (for both clients and internal team). Be responsible for sending wires for clients as required
Performs administrative duties which include managing travel and expenses for team members, and creating documents for internal team and client use.. May manage a number of different and often competing priorities, projects, or activities at one time. Communicates with team members 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.
Strong written and verbal communication skills
Polished and professional in person, phone and email communications
Ability to handle highly sensitive, confidential and non-routine information with the highest degree of integrity
Advanced PC skills with knowledge of Microsoft Word, Excel, & PowerPoint applications
Concur or similar experience processing travel and expenses
Strong collaboration skills and the ability to follow well defined procedures and practices
Significant time management, organization, multi-tasking and prioritization skills
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.
NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).
Note to internal employees: This position is eligible for a $2,500 referral bonus through the MyRecruit program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire.
1st shift (United States of America)
Hours Per Week:
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, ...