Senior Philanthropic Trust Associate - Senior Fiduciary Coordinator

About the role

Wells Fargo is seeking a Senior Philanthropic Associate in Wealth and Investment Management as part of Banking, Lending and Trust.

Responsibilities

• Proactively support Sr. Philanthropic Advisor(s) in the day-to-day management of accounts, including:
  • Money movement, overdrafts, routine account maintenance
  • Onboarding submissions for additional accounts for existing clients
  • Account closing and fee discontinuation submissions
  • Prepare, send, and track receipt of routine forms and information requests
  • Monitor accounts for sufficient liquidity for upcoming fees, taxes, and distributions and, if needed, contact the Portfolio Manager to raise cash
• Demonstrate responsiveness, accuracy, clarity, and professionalism when communicating with internal and external parties
• Work with a sense of urgency, take ownership over assigned tasks, and provide frequent status updates, as appropriate
• Demonstrate a high level of organization, including time and priority management skills
• Understand and efficiently execute all processes, procedures, regulatory requirements, and risk mitigation activities
• Interface with all firm-based systems used by Trust Services
• Understand and adhere to Wells Fargo policies and procedures, including complaint management, issue management, and escalation policies
• Partner with the Middle Office, WIM Operations, and CRG Partners on KYC updates, maintenance, and completion
• Partner with colleagues, internal partners, and stakeholders to foster a sense of trust and reliability
• Support Sr. Philanthropic Advisor(s) in partnering and collaborating with other members of the relationship team to ensure a coordinated client experience
• Assist Sr. Philanthropic Advisor(s) in preparing materials to deliver "trust acumen" education to internal partners
• Proactively communicate with colleagues and internal partners regarding items impacting client accounts
• Serve as a technical resource for the team
• Proactively seek out and engage with both formal and informal mentors, and serve as a mentor to junior members of the team

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

• Knowledge and understanding of philanthropic concepts
• Knowledge and understanding of fiduciary law and federal regulations
• Excellent verbal, written, and interpersonal communication skills
• Ability to interact with all levels of an organization

Job Expectations

This position is not eligible for Visa sponsorship.

Location: 100 N 18th Street, Philadelphia, PA