דרושים Associate Fiduciary Specialist ב-Wells Fargo ב-Philippines, Caloocan

In this role, you will:

• Supervise a team of individual contributor roles with low to moderate complexity and risk in Fiduciary Management Services, promoting growth, profit management, and risk management
• Engage stakeholders and internal partners associated with the function
• Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met
• Identify and recommend opportunities for process improvement and risk control development within the Fiduciary Management Services office
• Develop new business, retain or expand current relationships and coaches on business development and develop investment strategies
• Review documents, negotiate fees, and approve discretionary distributions up to appropriate amount
• Make day-to-day decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business objectives
• Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
• Provide fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management
• Collaborate with and consult with all levels of professionals including managers
• Interact directly with external customers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Fiduciary Products
• Be responsible for selection, evaluation, and development of staff

Required Qualifications:

• 2+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• Strong Communication and Excellent Customer Service Skills

• Preferred background or knowledge on US Trust Agency Accounts.

• Role will be required to work in US hours covering any of the US time zones (Eastern, Central, Mountain and Pacific time zones)

• Must have strong people management experience and must have experience in supporting blended process

Job Expectations:

• Amenable to onsite reporting in Five/Neo Building BGC Taguig City

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support Administrative Assistants or leaders by performing routine administrative tasks
• Identify ways to improve individual work processes within established administrative procedures
• Perform routine administrative tasks, including scheduling appointments, making travel arrangements, distributing mail, producing routine documents and reports, using word processing and spreadsheet software, performing routine data entry operation, answering, as well as directing phone calls, and taking messages as needed
• Receive direction from administrative assistants, supervisors, or leaders
• Escalate questions and issues to more experienced individuals
• Interact with immediate Administrative Assistants team on basic information, as well as internal and external clients

Required Qualifications:

• 6+ months of Administrative Support experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• With at least 6 months of relevant experience as an Executive Assistant, Company Secretary or any relevant experience for both virtual/remote or corporate work environment.
• Experience working or dealing with stakeholders in a multi-cultural environment.

Job Expectations:

• Candidate must be willing to work on Evening Schedule (8PM-5 AM Manila time)
• Work Location will be in Five Neo, BGC.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Identify ways to improve internal and external electronic communications while ensuring compliance with internal company policies, applicable laws and regulations
• Perform routine reviews for various types of electronic communications on a daily basis to identify if the communication meets policy requirements
• Receive direction from management and escalate questions and issues to more experienced roles
• Interact with Supervisory Control teams and refer to management on escalation items that may be out of compliance

Required Qualifications:

• 6+ months of Supervisory Control experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education

Desired Qualifications:

• Experience in content moderation, quality assurance or compliance
• Good communication skills
• Basic understanding of FINRA concepts and processes

Job Expectations:

• Willing to work US hours
• Willing to work onsite (BGC office)

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking an Associate Operations Processor. This job is responsible for activities that support the operational infrastructure, performance, and efficiency.

In this role, you will:

• Perform general clerical operations tasks that are routine in nature
• Receive, log, batch, and distribute work
• File, photocopy, and answer phones
• Prepare and distribute incoming and outgoing mail
• Regularly receive direction from supervisor and escalate questions and issues to more experienced roles
• Work under close supervision following established procedures

Required Qualifications:

• 6+ months of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications for Europe, Middle East & Africa only:

• Experience in operations support, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support
• Provide feedback and present ideas for improving or implementing processes and tools within Customer Service- Licensed group
• Perform complex duties including: acting as primary support contact for customers and internal partners, supporting clients, answering questions, solving problems and transactional or navigational support
• Provide subject matter expertise and interpretation of procedures to less experienced staff
• Interact with immediate team, functional area and internal peers outside work group on wide range of information

Required Qualifications:

• 4+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education

Desired Qualifications:

• Active FINRA Series 7 license, required
• Active FINRA Series 63 license, required
• Good communication skills

Job Expectations:

• Willing to do be in a voice, frontline function
• Willing to work onsite (BGC office)
• Willing to work US hours

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking anAssociate Operations Processor. This job isresponsible for activities that support the operational infrastructure, performance, and efficiency.

In this role, you will:

• Perform general clerical operations tasks that are routine in nature
• Receive, log, batch, and distribute work
• File, photocopy, and answer phones
• Prepare and distribute incoming and outgoing mail
• Regularly receive direction from supervisor and escalate questions and issues to more experienced roles
• Work under close supervision following established procedures

Required Qualifications:

• 6+ months of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

bout this role:

Wells Fargo is seeking a Commercial Banking Portfolio Associate. This job is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client’s deal team.

In this role, you will:

• Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
• Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
• Underwrite loans with aggregate credit exposure based upon approved credit authority limits
• Investigate credit standards and determine credit worthiness of high net worth loans
• Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers

Required Qualifications:

• 6+ months of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Expectations:

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.