Senior Tangible Personal Property Advisor - Senior Fiduciary Specialist

Wells Fargo•Atlanta, GA

10d•$77,000 - $145,000•Onsite

About The Position

Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management with Banking, Lending and Trust. In this role, you will partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business. You will communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources such as accountants and attorneys related to the client's accounts as part of day-to-day administration. You will analyze trust/financial information, react accordingly and re-prioritize if appropriate. You may act as a mentor and will oversee complex, unique needs of estates and trusts during the death settlement process. You will assist in the management of probate and trust estates following the death of an existing Wells Fargo client, identify issues and research across jurisdictions, and create, enhance, and expand customer relationships. You will ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements. You will collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals. The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile is required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations. This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. It administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts.

Requirements

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

Nice To Haves

4+ years of experience in one or a combination of the following: financial services, trust, estate settlement or legal
2+ years of experience in one or a combination of the following: estate planning, estate tax or fiduciary administration
Knowledge and understanding of Federal and State probate, trust and tax laws
Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations
CTFA - Certified Trust, Financial Advisor, CFP-Certified Financial Planner, or CPA-Certified
Fiduciary experience with trust (personal)
Ability to interact with all levels of an organization
Excellent verbal, written, and interpersonal communication skills
Intermediate MS Office (Teams, Outlook, Word, Excel, PowerPoint)
Strong analytical skills with high attention to detail and accuracy
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to work effectively, as well as independently, in a team environment
Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment
Experience in a client facing environment

Responsibilities

Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business
Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration
Analyze trust/financial information, react accordingly and re-prioritize if appropriate
Oversee complex, unique needs of estates and trusts during the death settlement process
Assist in the management of probate and trust estates following the death of an existing Wells Fargo client
Identify issues and research across jurisdictions
Create, enhance, and expand customer relationships
Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts
Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts