Senior Trust Associate - Senior Fiduciary Coordinator

Wells Fargo•Philadelphia, PA

3d•Hybrid

About The Position

Wells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. In this role, you will lead operational support for fiduciary professionals to administer a book of complex fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law. You will develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust. You will execute on client requests, including money movement and ongoing account management. You will develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems and articulate Wells Fargo Trust's processes to internal partners. You will develop and maintain an in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers. You will demonstrate a high level of organizational skills, including time and priority management, and deliver high-quality work-product within stated deadlines. You will identify fiduciary risk and suggest possible solutions. You will seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management. You will independently communicate with internal partners regarding client accounts.

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

Nice To Haves

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
Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems), Client Link
Knowledge and understanding of estate, trust, or fiduciary administration

Responsibilities

Lead operational support for fiduciary professionals to administer a book of complex 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 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 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.