hero

Find Your Dream Job Today

Trust Asset Associate with Real Estate Asset Management Services (Fiduciary Coordinator)

Wells Fargo

Wells Fargo

Fargo, ND, USA
Posted 6+ months ago

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Fiduciary Coordinator in Real Estate Asset Management Services within its Wealth & Investment Management division. You can learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

  • Support the Real Estate Asset Managers in the development and delivery of advice, client acquisition and relationship management
  • Research and resolve moderate to highly complex account issues
  • Fulfill real estate related transactions, distributions and compliance documentation
  • Identify and recommend opportunities for process improvement and risk control development
  • Review risk management reports
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements
  • Provide ongoing service in alignment with the needs of clients by preparing client presentations and investment reviews
  • Research and resolve moderately complex Investment and Fiduciary account issues and deliver extraordinary client experience
  • Identify and escalate client retention issues
  • Interpret and apply trust document language to specific situations
  • Identify and recommend opportunities for process improvement and risk control development
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal and external customers

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:

  • Experience in a support role within an institutional real estate investment environment or banking and trust environment
  • Experience with agriculture, farm programs, legal descriptions and title work.
  • Basic knowledge of commercial real estate management and transactional support (i.e. property management, profit and loss statements, balance sheets, purchases, sales, leasing, etc.)
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to organize and manage multiple priorities
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Strong attention to detail and accuracy skills
  • Ability to quickly learn and develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Experience in handling property/casualty insurance, claims, obtaining replacement cost valuations
  • Energetic, positive/can do attitude, self-starter, strong work ethic and desire to learn, drive to see tasks through to completion
  • Experience developing partnerships and collaborating with other business and functional areas
  • Experience resolving and working through escalated and complex issues
  • Extensive experience working with clients and/or vendors
  • Presentation preparation
  • Calendar maintenance

Posting End Date:

4 Aug 2024

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.