# Executive Specialist - WIM CFO at Wells Fargo

Wells Fargo is hiring an Executive Specialist - WIM CFO in New York, United States. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/a31a1fa2-2418-445b-90b1-9a10b4f7ce72).

AI Level 1, AI centrality 39 out of 100. NEW YORK, NY.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 39 out of 100)
- Location: NEW YORK, NY
- Posted: October 8, 2026
- Apply: https://jobsbylevel.com/go/a31a1fa2-2418-445b-90b1-9a10b4f7ce72

## Description

About this role: Wells Fargo is seeking a seasoned Executive Specialist to support the Chief Financial Officer (CFO) for the WIM organization. This role sits on the executive floor and serves as a visible, trusted extension of the WIM CFO and the team. The successful candidate will combine flawless execution with sound judgment, executive presence, and the ability to build durable relationships across the enterprise. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Actively steward executive calendars — not just schedule them. Make daily prioritization calls on competing requests, defend focus time and prep blocks, identify and resolve conflicts before they reach the executive, and consolidate or decline meetings that don’t warrant CFO time. Maintain a rolling forward view (2–4 weeks) anchored to business cadences: monthly portfolio reviews, planning meetings, Finance Leadership meetings, budget cycles, etc. Anticipate and execute. Read what’s coming on the calendar and pre-stage what’s needed: pre-reads compiled, materials printed and at the desk, travel logistics confirmed 48 hours out, and follow-up items captured in real time and chased to closure without prompting. Surface risks (scheduling conflicts, missing materials, slipping deliverables) before they become problems. Build and maintain a trusted network across the enterprise. Develop deep working relationships with the executives’ direct reports, peer Executive Assistants (CEO, CFO, COO, and business CFO offices), Finance Leadership Team members, and key external counterparts. Serve as a credible, low friction point of contact who resolves issues through relationships rather than escalation. Bring executive presence and polish to the executive floor. Polished verbal and written communication, professional appearance and demeanor, calm under pressure, and the judgment to represent the CFO’s office credibly with directors, regulators, and senior external stakeholders. You are the first impression for many who interact with the office. Hold confidential information at the highest level. Comfortable with sensitive material including business decisions, talent, organizational changes, and regulatory matters — with discretion, professionalism, and sound judgment over extended periods. Coordinate and manage domestic and international travel, including booking, updates, and itinerary changes in a time-sensitive environment. Prepare, create, update, and proof executive-level reports and other written communications. Participate in select meetings to capture, track, and follow up on action items — chasing owners across the organization until items are closed. Establish, implement, and continuously improve office procedures, controls, processes, and tools to enhance efficiency and effectiveness. Present recommendations for resolving complex situations and exercise independent judgment while building understanding of business functions, policies, procedures, and compliance requirements. Collaborate closely with peers, colleagues, managers, and key internal and external stakeholders to resolve issues and achieve business goals. Track, submit, review, and facilitate approval of expenses for the executives and their direct reports. Serve as a proxy and point of coordination for employee management systems and tools (e.g., technology access requests, approvals, onboarding support). Coordinate full-cycle hiring logistics for the executives’ organizations, including candidate interview scheduling, panel logistics, interview materials, and offer-stage candidate experience. Manage inbound phone calls, correspondence, and stakeholder inquiries, ensuring timely and professional responses. Lead and support ad hoc projects and assignments, including offsite planning, town halls, team events, and recognition moments. Required Qualifications: 2+ years of Executive Administration experience, or equivalent demonstrated through one or a

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/executive-specialist-wim-cfo-at-wells-fargo-6a96d7

Source: https://jobsbylevel.com/jobs/executive-specialist-wim-cfo-at-wells-fargo-6a96d7

## Cite this page

Level. https://jobsbylevel.com/jobs/executive-specialist-wim-cfo-at-wells-fargo-6a96d7.

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