Supervisory Control Specialist jobs at Wells Fargo in United States, San Diego
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United States
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San Diego
11 jobs found
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WF
Wells Fargo Senior Lead Fiduciary Specialist - Estate Services United States, California, San Francisco
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...
Participate and consult regarding policies and procedures, controls, tools and training. Review and analyze controls to manage high risk investment strategies and complex products. Evaluate resources to monitor risk and...
Participate and consult regarding policies and procedures, controls, tools and training. Identify opportunities for additional synergies and to maximize efficiencies within the private client group. Review and analyze controls to...
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 support tasks related to newly executed master agreements including verifying the completeness of master and collateral agreements and the accuracy of agreement terms recorded in the bank's system...
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...
Conduct ongoing monitoring to ensure conformity with internal policies, applicable laws and regulations. Have responsibility to supervise the activities of representatives (e.g., financial advisors) to ensure their compliance with FINRA...
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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