Senior Philanthropic Associate - Senior Fiduciary Coordinator

Wells Fargo Bank•Dallas, TX

1d•Hybrid

About The Position

Wells Fargo is seeking a Senior Philanthropic Associate in Wealth and Investment Management as part of Banking, Lending and Trust. In this role, you will proactively support Sr. Philanthropic Advisor(s) in the day-to-day management of accounts. This includes managing money movement, overdrafts, routine account maintenance, onboarding submissions for additional accounts for existing clients, account closing and fee discontinuation submissions, preparing, sending, and tracking receipt of routine forms and information requests, monitoring accounts for sufficient liquidity for upcoming fees, taxes, and distributions, and contacting the Portfolio Manager to raise cash if needed. You will demonstrate responsiveness, accuracy, clarity, and professionalism when communicating with internal and external parties, work with a sense of urgency, take ownership over assigned tasks, and provide frequent status updates. You will also demonstrate a high level of organization, including time and priority management skills, understand and efficiently execute all processes, procedures, regulatory requirements, and risk mitigation activities, and interface with all firm-based systems used by Trust Services. You will understand and adhere to Wells Fargo policies and procedures, including complaint management, issue management, and escalation policies. Additionally, you will partner with the Middle Office, WIM Operations, and CRG Partners on KYC updates, maintenance, and completion, and partner with colleagues, internal partners, and stakeholders to foster a sense of trust and reliability. You will support Sr. Philanthropic Advisor(s) in partnering and collaborating with other members of the relationship team to ensure a coordinated client experience and assist Sr. Philanthropic Advisor(s) in preparing materials to deliver ‘trust acumen’ education to internal partners. You will proactively communicate with colleagues and internal partners regarding items impacting client accounts, serve as a technical resource for the team, and proactively seek out and engage with both formal and informal mentors, and serve as a mentor to junior members of the team.

Requirements

2+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Knowledge and understanding of estate, trust, or fiduciary administration
Knowledge and understanding of philanthropic concepts
Knowledge and understanding of fiduciary law and federal regulations
Excellent verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
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.
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Experience in a client facing environment
Customer service experience
Administrative support experience
Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems), Client Link

Responsibilities

Proactively support Sr. Philanthropic Advisor(s) in the day-to-day management of accounts, including: Money movement, overdrafts, routine account maintenance, onboarding submissions for additional accounts for existing clients, account closing and fee discontinuation submissions, prepare, send and track receipt of routine forms and information requests, monitor accounts for sufficient liquidity for upcoming fees, taxes and distributions and, if needed, contact the Portfolio Manager to raise cash
Demonstrate responsiveness, accuracy, clarity and professionalism when communicating with internal and external parties
Work with a sense of urgency, take ownership over assigned tasks and provide frequent status updates, as appropriate
Demonstrate a high level of organization, including time and priority management skills
Understand and efficiently execute all processes, procedures, regulatory requirements and risk mitigation activities
Interface with all firm-based systems used by Trust Services
Understand and adhere to Wells Fargo policies and procedures, including complaint management, issue management and escalation policies
Partner with the Middle Office, WIM Operations and CRG Partners on KYC updates, maintenance and completion
Partner with colleagues, internal partners and stakeholders to foster a sense of trust and reliability
Support Sr. Philanthropic Advisor(s) in partnering and collaborating with other members of the relationship team to ensure a coordinated client experience
Assist Sr. Philanthropic Advisor(s) in preparing materials to deliver “trust acumen’ education to internal partners
Proactively communicate with colleagues and internal partners regarding items impacting client accounts
Serve as a technical resource for the team
Proactively seek out and engage with both formal and informal mentors, and serve as a mentor to junior members of the team