Senior Fiduciary Specialist

3 weeks ago

Salt Lake City, United States WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking several Senior Fiduciary Specialists as part of the Trust Account Opening and Maintenance team within Wealth and Investment Management Operations. This team supports the account opening process for Wells Fargo trust accounts and serves as an escalation point for trust officers, financial advisors, and clients. The team is also responsible for day-to-day asset maintenance, providing account governance and reporting and meeting compliance standards set by regulators.

The Senior Fiduciary Specialists will field requests from the onboarding team to open new accounts and ensure the firm's trust and agency account administration while providing best-in-class trust services experience for advisors and clients. Learn more about our career areas and lines of business at wellsfargojobs.com .

In this role, you will:
  • Coordinate with business partners regarding investment management issues
  • Review and setup agency, custody, IRA and trust accounts to ensure compliance with internal company requirements and/or government regulations.
  • Identify issues and research across jurisdictions
  • Review and analyze large, complex business trust asset portfolio challenges that require an in-depth evaluation of variable factors
  • Review probate and trust estates following the death of an existing Wells Fargo client
  • Oversee complex, unique needs of estates and trusts during the death settlement process
  • Resolve moderately complex trust asset portfolio issues and lead Fiduciary team to meet servicing deliverables
  • Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
  • 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 4+ years of Trust or Brokerage experience
  • 2+ years of new account opening or onboarding experience
  • Ability to develop, retain, and manage client relationships
  • Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes
  • Excellent verbal, written, and interpersonal communication skills
  • Certified Trust and Financial Advisor (CTFA) designation
  • Advanced Microsoft Office (Excel, Outlook, PowerPoint, Word) skills
Job Expectations:
  • Ability to work a hybrid schedule
  • Willingness to work on-site at stated location on the job opening
  • This position is not eligible for Visa sponsorship
Posting Location:
  • Salt Lake City, Utah
Posting End Date:
27 Aug 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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