FAQs
What is the primary responsibility of the Executive Assistant at Merrill Wealth Management?
The primary responsibility of the Executive Assistant is to provide diverse and confidential administrative support, including extensive calendar management, travel arrangements, expense processing, and communication with executives and management.
What are the key skills required for the Executive Assistant position?
Key skills required for the Executive Assistant position include attention to detail, customer and client focus, planning and prioritization, adaptability, collaboration, event planning, problem solving, and strong written and oral communication skills.
What does the calendar management entail for this role?
Calendar management entails proactively managing the schedules of multiple stakeholders, effectively resolving conflicts, and ensuring executives' time is maximized for efficiency.
Are there any specific tasks related to meeting preparation?
Yes, specific tasks include preparing meeting minutes, related documents, and coordinating in-person meetings and off-site events.
Is the Executive Assistant expected to handle sensitive information?
Yes, the Executive Assistant is expected to engage in high-level client contact and support conversations related to sensitive information with considerable diplomacy and judgment.
What is the typical work schedule for the Executive Assistant position?
The typical work schedule for the Executive Assistant position is the 1st shift, totaling 37.5 hours per week.
Will the Executive Assistant be involved in travel coordination?
Yes, the Executive Assistant will manage all travel planning and expenses, coordinating schedules to maximize the executives' time and create efficiencies.
Does this role require collaboration with outside groups?
Yes, the Executive Assistant will liaise with outside groups to coordinate events where the executive holds roles such as corporate chair, director, or committee member.
What does the term 'goals-based wealth management' refer to in this context?
'Goals-based wealth management' refers to Merrill Wealth Management's approach to financial planning, which includes planning for retirement, education, legacy, and other life goals through personalized investment advice and guidance.
How does Merrill Wealth Management view diversity in the workplace?
Merrill Wealth Management values diversity in thoughts, business, and within its employees and clients, believing that unique perspectives, ideas, and experiences contribute to a resilient and effective work community.