Senior Fiduciary Coordinator, Wells Fargo

Wells Fargo

Location:
United States, MINNEAPOLIS, DALLAS, WINSTON SALEM

Category:
Banking

Contract Type:
Employment contract

Salary:

23.13 - 41.11 USD / Hour

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Job Description:

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.

Job Responsibility:

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 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
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

Nice to have:

Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
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

What we offer:

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

Additional Information:

Job Posted:
April 29, 2025

Expiration:
May 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Fiduciary Coordinator