Senior Fiduciary Coordinator

About this role:

Wells Fargo is seeking a Senior Fiduciary Coordinator as part of Wealth and Investment Management. Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

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
• 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.

Required Qualifications:

• 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

Desired Qualifications:

• 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 

Job Expectations:

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.