Senior Trust Associate Special Needs Trust Services - Senior Fiduciary Coordinator

About the role

Support a team of fiduciary professionals to administer a book of relationships in Special Needs Trust Services, 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, investment implementation 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.

Qualifications

• Experience in Wealth Management or Retail Banking
• Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
• Experience working with Affluent client relationships
• 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

Skills

• None specified

Benefits

• Hybrid work schedule

Pay

• N/A

Schedule

• N/A

Benefits

• N/A