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 the Real Estate Asset Managers in the development and delivery of advice, client acquisition and relationship management.
• Fulfill real estate related transactions, distributions and compliance documentation.
• Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust.
• Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems.
• Articulate Wells Fargo Trust's processes to internal partners.
• Identify and recommend opportunities for process improvement and risk control development.
• Review risk management reports.
• Research and resolve moderate to complex account issues.
• 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.
• Identify and escalate client retention issues.
• Interpret and apply trust document language to specific situations.
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
• Interact with internal and external customers.
• Develop and maintain an in-depth understanding of policies and procedures.
• 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.
• 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:

• 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 real estate management and transactional support (i.e. property management, profit and loss statements, balance sheets, purchases, sales, leasing, etc.).
• Knowledge and understanding of estate, trust, or fiduciary administration.
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
• Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems), Client Link.
• 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 (high net worth).
• Customer service experience.
• Administrative support experience.

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

Posting End Date:

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.