Senior Fiduciary Coordinator - Estate Services

Wells Fargo•San Diego, CA

16d•$31 - $46•Hybrid

About The Position

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. Trust Services Trust 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). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com 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. 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 with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management. Independently communicate with internal partners regarding client accounts.

Requirements

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

Nice To Haves

Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
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.

Responsibilities

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.
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 with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management.
Independently communicate with internal partners regarding client accounts.