About Company
Merrill Lynch Wealth Management, a division of Bank of America, is a leading provider of comprehensive financial management services. With a rich history spanning over a century, we are committed to helping individuals, families, and businesses achieve their financial goals through personalized advice, innovative solutions, and exceptional service. Our team of dedicated professionals works collaboratively to uphold our values of integrity, client focus, and excellence. We believe in fostering a supportive and inclusive environment where every employee can thrive and contribute to our mission of delivering world-class financial expertise. Joining Merrill Lynch means becoming part of a prestigious organization that values its people and invests in their professional growth and well-being.
Job Description
We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our Back Office team in Las Olas Isles, Fort Lauderdale. This pivotal role is essential for ensuring the smooth and efficient operation of our internal processes, directly supporting our financial advisors and client-facing teams. As an Administrative Support Specialist, you will be the backbone of our operational excellence, responsible for managing critical administrative tasks that underpin our client service and compliance frameworks. Your work will involve meticulous data entry, document management, report generation, and process coordination, all while adhering to strict regulatory guidelines and company policies. This position requires a proactive individual who thrives in a fast-paced environment and possesses an unwavering commitment to accuracy and efficiency. You will play a crucial role in maintaining organized records, streamlining workflows, and ensuring that all back-office functions run seamlessly, ultimately contributing to the exceptional service our clients expect from Merrill Lynch. This is an incredible opportunity for someone looking to build a career within the financial services industry, offering exposure to diverse operational aspects and a pathway for continuous learning and development. If you are a problem-solver with a knack for precision and a dedication to supporting a high-performing team, we encourage you to apply.
Key Responsibilities
- Manage and maintain client records, ensuring accuracy, confidentiality, and compliance with all internal and external regulations.
- Perform extensive data entry and verification, processing various financial documents and client information with meticulous attention to detail.
- Generate and distribute standard and ad-hoc reports for internal teams, assisting in data analysis and operational insights.
- Assist with the preparation and processing of new account applications, transfers, and other client service requests.
- Coordinate and manage administrative tasks related to compliance requirements, audits, and internal policy adherence.
- Serve as a key point of contact for internal inquiries related to back-office operations, policies, and procedures.
- Identify opportunities for process improvement and contribute to the development and implementation of more efficient workflows.
- Handle incoming and outgoing correspondence, including mail, email, and internal communications, ensuring timely and appropriate distribution.
- Support inventory management of office supplies and operational materials.
- Collaborate effectively with various departments, including front office, compliance, and IT, to ensure seamless operational flow.
Required Skills
- Proven experience in an administrative support or back-office role, preferably within a corporate or financial setting (2+ years).
- Exceptional organizational and time management skills with the ability to prioritize multiple tasks effectively.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and strong computer literacy.
- Superior attention to detail and accuracy in data entry and document management.
- Excellent written and verbal communication skills.
- Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.
- Strong problem-solving abilities and a proactive approach to task completion.
- Ability to work independently as well as collaboratively in a team-oriented environment.
Preferred Qualifications
- Associate's or Bachelor's degree in Business Administration, Finance, or a related field.
- Previous experience in the financial services, banking, or wealth management industry.
- Familiarity with CRM software and other relevant financial industry platforms.
- Knowledge of financial regulations and compliance standards (e.g., FINRA, SEC).
Perks & Benefits
- Comprehensive health, dental, and vision insurance plans.
- 401(k) retirement savings plan with company match.
- Generous paid time off (PTO) and company holidays.
- Opportunities for professional development and career advancement within a global organization.
- Tuition reimbursement program.
- Employee assistance program and wellness initiatives.
- Discounted banking and financial services.
- Inclusive and diverse work environment.
How to Apply
Interested candidates are encouraged to apply directly through our careers portal. Please click on the application link below to submit your resume and cover letter. We look forward to reviewing your application.