Wells Fargo

Receptionist

PALM BEACH, FL

H1B sponsorship availableDetected 5 hours ago

ComplianceExcelLogisticsProcurementCustomer SupportCommunicationOrganizational SkillsMicrosoft Office

About the role

Coordinate calendars and serve as the primary point of contact for meeting and event scheduling, partnering closely with Financial Advisors (FAs) and Client Associates (CAs).
Draft, review, and distribute client and internal correspondence, ensuring all communications receive appropriate approvals before being shared with staff or clients.
Coordinate office events and meetings, including room setup, catering arrangements, and logistical planning.

Support the client intake process and monitor audit and case statuses, following up consistently to ensure timely completion of tasks and deliverables.
Deliver a high level of client service by welcoming clients, preparing meeting spaces, and providing a professional and organized office experience.
Maintain office supply inventory and oversee procurement to ensure the office remains fully stocked and operational.
Support visiting advisors and utilize shared office space effectively, ensuring resources and meeting accommodations are available as needed.
Contribute to a growth-oriented team environment by mastering processes, building operational expertise, and continuously improving administrative support functions.

Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

WFC) is a leading financial services company that has approximately $2.1 trillion in assets.
33 on Fortune's 2025 rankings of America's largest corporations.
News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.
Wells Fargo ranked No.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

We Value Equal Opportunity Wells Fargo is an equal opportunity employer.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Required Qualifications: 6+ months of Administrative Assistance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Custom

This listing is sourced directly from Wells Fargo's careers page and normalized into a canonical job model.