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Fiduciary Specialist

3 months ago

Charlotte, North Carolina, United States Wells Fargo Full time

About this role:

Wells Fargo is seeking multiple Fiduciary Specialists as part of the Security Movement and Control and Funding groups within Wealth and Investment Management Operations. Learn more about the career areas and lines of business at .

The Security Movement and Control Group is responsible for processing distributions to include Gifting for trust accounts. This team receive requests for asset level coding and maintenance. This group also works to move assets to and from investment accounts.

The Funding Team is responsible for funding new trust accounts, as well as, processing additional funding for existing trust accounts. Responsibilities include initiating the transfer, following up with the institution to make sure the assets move timely and reconciling the assets once they arrive.

In this role, you will:

Provide support to internal and external customers in account management, operations, documentation, and technical supportReview basic or tactical customer issues regarding products and services, account questions, or account transactions with narrower impactAdminister client accounts in order to create, expand, and serve relationshipsReview and analyze probate and administrative trust portfolios that require research, evaluation, and selection of alternatives and exercise independent judgment to guide medium risk deliverablesSet up, administer, terminate and distribute complex accounts of all typesReceive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirementsProcesses internal transfer movement requests using SAM toolCollaborate and consult with peers, colleagues, and managers to resolve issues and achieve goalsAct as a primary support person for the internal partnersProvide information to managers as well as internal and external customers to resolve client issuesWorks closely with the client onboarding team and relationship team to fund new and existing trust accountsRequired Qualifications:2+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:1+ year of brokerage and/or securities operations experience1+ year of asset movement experienceDemonstrated knowledge of ACAT transfersStrong attention to detail and accuracy skills and solid problem-solving skillsAbility to work independently, proactively, and innovatively, and creatively while exercising sound judgmentCustomer service focus with the ability to listen to customer needs and recommend solutionsExcellent verbal, written, and interpersonal communication skillsEffective organization, multitasking, and prioritizing skillsIntermediate Microsoft Office skillsJob Expectations:Ability to work a hybrid scheduleWillingness to work on-site at stated location on the job openingThis position is not eligible for Visa sponsorshipPosting Locations:Charlotte, North CarolinaPosting End Date:
2 Jun 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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

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Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.