Wf
Receptionist
PALM BEACH, FL
H1B sponsorship availableDetected 9 hours ago
ComplianceExcelLogisticsProcurementCustomer SupportCommunicationOrganizational SkillsMicrosoft Office
About the role
- Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification.
- Posting End Date: 27 Jul 2026 *Job posting may come down early due to volume of applicants.
- We Value Equal Opportunity Wells Fargo is an equal opportunity employer.
Responsibilities
- Collaborate with the Administrative Assistant team, as well as internal and external clients, to share information and support daily operations
- Manage conference room scheduling and meeting logistics, ensuring rooms are prepared, organized, and ready for client and advisor meetings, including seamless transitions between back-to-back sessions.
- 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.
Requirements
- Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
- Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
- Ability to answer multiple phone lines and forward calls appropriately
- Knowledge and understanding of brokerage office high volume phone lines
- Experience answering and managing multiple phone lines
- Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
- Basic Microsoft Office skills
- Strong attention to detail and accuracy skills
- Good verbal, written, and interpersonal communication skills
- Strong telephone etiquette
- Effective organizational, multi tasking, and prioritizing skills
- Ability to answer multiple phone lines and forward calls appropriately; schedule meetings; open mail; send and receive faxes
- Intermediate Microsoft Excel skills
- Financial services industry experience
- Brokerage industry experience
Benefits
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Company info
- 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.
Equal opportunity
- 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.
Visa & Work Authorization
- This position is not eligible for Visa sponsorship.
This listing is sourced directly from Wf's careers page and normalized into a canonical job model.