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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...
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...
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...
Working as a project specialist with Expoint is a great way to start your career in the tech industry. As a project specialist, you will be responsible for planning, organizing, and executing all phases of a project from conception to completion. You'll work in collaboration with project stakeholders to ensure deadlines are met and results are achieved, ensuring on-time and on-budget completion of all projects.You'll use your technical, organizational, and communication skills to keep projects organized, on the right track, and successful.
Your responsibilities will include managing the project scope, time-lines, resources, assessments, and day-to-day operations. You'll be expected to be a great communicator, proficient problem-solver, and proactive planner. Additionally, you’ll be expected to apply industry best practices throughout each project.
We’re looking for somebody who’s comfortable working in a fast-paced environment, has strong interpersonal skills and takes ownership of their tasks. You should have a degree in a technical field, and experience running projects, ideally in a technology-based environment. Proficiency with the most common project management tools is expected.
At Expoint, we recognize our project specialists for their success. We reward their hard work with competitive salaries and benefits, and provide an inclusive, safe, and collaborative work environment. As a project specialist, you’ll enjoy working with a talented, diverse team and gain invaluable experience in the tech industry. Join us to become an integral part of our growing team!