Trust and Fiduciary Specialists
About this role: Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. 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. In this role, you will: Support a team of fiduciary professionals to administer a book of 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, 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. Required Qualifications: 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. Desired Qualifications: Knowledge and understanding of estate, trust, or fiduciary administration Family office trust administration experience preferred 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 (ultra high net worth) 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 Job Location: 2001 N Main St, Walnut Creek, CA Salary Range: Walnut Creek, CA Pay range $30.77-$45.67 Hourly Job Expectations: This position offers a hybrid work schedule This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $30.77 - $45.67 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. 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 Apply tot his job Apply To this Job