Senior Fiduciary Coordinator

2 weeks ago

Fort Worth, United States Wells Fargo Full time
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:
Wells Fargo is seeking a Senior Fiduciary Coordinator (Senior Trust Oil, Gas and Mineral Associate) as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, planning, and retirement products and services to meet clients' unique needs and to help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence.

WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients. These specialized fiduciary services include Asset Management Services.

In this role, you will:
  • Support the Investment Strategists and Fiduciary Specialists in the development and delivery of advice, client acquisition and relationship management
  • Provide services to clients by preparing client presentations, investment reviews and prospect information
  • Research and resolve moderate to highly complex account issues
  • Fulfill Investment Fiduciary Services transactions, investment trades, distributions and compliance documentation
  • Identify and recommend opportunities for process improvement and risk control development
  • Review risk management reports
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal and external customers

    Required Qualifications:
  • 4+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    Desired Qualifications:
  • 2+ years of oil, gas and mineral industry experience
  • A BS/BA degree or higher
  • Knowledge and understanding of estate, trust, or fiduciary administration
  • Experience with wealth management and asset management
  • Experience working with trusts and estates
  • Experience with oil, gas and mineral management
  • Registered Professional Landman (AAPL) or Certified Mineral Manager (NARO) or Certified Division Order Analyst (CDOA)
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Excellent verbal, written, and interpersonal communication skills
  • Sound judgment, problem solving, and risk assessment in the application of analytical conclusions
  • Proven ability to build and maintain relationships and work effectively in a team environment
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • High attention to detail and accuracy
  • Experience in a client facing environment
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to work effectively, as well as independently, in a team environment
  • Customer service experience
  • Relationship management and asset management (and/or property management) experience in an environment serving private, high net worth clients (not institutional).

Work schedule Monday-Friday 8-5 CST, 3 days in office, 2 days remote

Required location(s) listed above. Relocation assistance is not available for this position. This position is not eligible for a Visa sponsorship.

Posting End Date:

1 Sep 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.

Applicants with Disabilities

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

Drug and Alcohol Policy

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

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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