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Wells Fargo Senior Trust Associate - Fiduciary Coordinator United States, Nevada, Las Vegas 182579402
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About this role:
Trust ServicesTrust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:
• Personal trust services.
• Estate services.
• Philanthropic services.
• Closely held asset management.
• Real estate and loan asset management.
• Oil, gas and mineral management.
• Legacy trust services.
• Special needs trust services.
• Managed Individual Retirement Accounts (IRA).
In this role, you will:
- Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
- Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust.
- Execute on client requests, including money movement, investment implementation and ongoing account management.
- Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems.
- Articulate Wells Fargo Trust's processes to internal partners.
- Develop and maintain an in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers.
- Demonstrate a high level of organizational skills, including time and priority management.
- Deliver high-quality work-product within stated deadlines.
- Identify fiduciary risk and suggest possible solutions.
- Seek involvement withinfrastructure-relatedprojects to improve Wells Fargo Trust's business operations, client service, and risk management.
- Independently communicate with internal partners regarding client accounts.
Required Qualifications:
- 4+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
- Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
- Demonstrate a high level of organizational skills, including time and priority management.
- Collaborate effectively with relationship team members, client’s advisors and other colleagues.
- Solutions-oriented and able to operate within a diverse, fast-paced environment.
- Strong communication skills.
Job Location:
6325 S Rainbow Blvd, Las Vegas NV 89118
Job Expectations:
- This position offers a hybrid work schedule
- This position is not eligible for Visa sponsorship
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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