Senior Fiduciary Coordinator

Wells Fargo is seeking a Senior Fiduciary Coordinator within Wealth and Investment Management.

About the role

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.

Responsibilities

• 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

• 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.

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.

Schedule

This position offers a hybrid work schedule.