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Wells Fargo Senior Lead Fiduciary Specialist - Estate Services 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...
Provide Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes. Liaise with Portfolio...
Work closely with Risk Owners, Risk Stewards, CIB Surveillance Technology and Surveillance Product Management to enhance and build effective surveillance controls. Provide subject matter expertise with comprehensive knowledge of business...
Collaborate with CIB leadership and provide counsel on events and industry research conferences. Lead planning efforts for large and/or complex multi-day meetings, events, and conferences. Develop innovative end-to-end event strategies...
Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation. Review legal and credit approval documentation to confirm alignment with internal systems of record....
Be accountable for a complex portfolio of customers. Share leadership role with managers to oversee a portfolio of accounts. Identify opportunities 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...
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...
Document Control Specialists are an essential part of every tech team. They are responsible for the maintenance, organization, and storage of documents, blueprints, information sheets, and any other documentation related to the company. They make sure that the documents are up-to-date and organized with the most current information in order to help the project or task run smoothly. They also manage the document versioning and provide document maintenance and control.
At Expoint, we’re searching for a qualified Document Control Specialist to help ensure that our projects run efficiently and that documents are accessible, organized, and up-to-date. In this role, you’ll be responsible for tracking the versions and revisions of all documents, maintaining existing documents, and adding new documents. You’ll need to organize, store, and secure all documents, as well as ensure all documents remain confidential.
In addition to document management and control, you’ll also be responsible for identifying areas of improvement in document control processes and suggesting changes as necessary. You’ll need to be detail oriented and possess excellent organizational, communication, and problem-solving skills. You should also be comfortable working with a variety of document management and control software.
If you’re an organized and driven Document Control Specialist looking to join a thriving technology team, join Expoint today. We’re looking for an individual to fill this role who will take a hands-on approach and be dedicated to ensuring that our documentation is organized, accurate, and accessible. Become part of the team and make a difference!