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Wells Fargo Senior Fiduciary Coordinator United States, Minnesota, Minneapolis 864368353
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Banking, Lending, & Trust (BL&T)
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).
About this role:
Wells Fargo is seeking a SeniorTrust Associate
- Support the Closely Held Asset Management Team in managing closely held assets held in fiduciary accounts, client acquisition and relationship management
- 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 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.
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
- Experience in a client facing environment
- Customer service experience
- Administrative support experience
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
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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