Rfp Specialist – Ocio Team jobs at Wells Fargo in United States, Minneapolis
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Company (1)
Job type
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Job title (1)
United States
State
Minneapolis
11 jobs found
23.04.2025
WF
Wells Fargo Senior Lead Fiduciary Specialist United States, Minnesota, Minneapolis
Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client...
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Participate in research, assessment, and documentation of matters relating to the business’ policy and regulatory adherence, risk mitigation, or control efforts; identify patterns and trends and looks for opportunities for...
Prepare and deliver high-quality, customized responses to RFPs for prospective OCIO clients, ensuring alignment with the firm’s investment philosophy, strategies, and services. Maintain and update a comprehensive library of RFP...
Be accountable for a complex portfolio of customers. Share leadership role with managers to oversee a portfolio of accounts. Identify opportunity for process improvements within the portfolio. Review and analyze...
Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations. Review and analyze basic or tactical functional operational tasks or challenges that...
Manage and Service Commercial Construction Loans including reviewing related documentation, maintaining budgets, communicating with parties on identified issues, approving transactions and disbursing. Participate in less complex initiatives and identify opportunity...
Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client...
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