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Associate Fiduciary Specialist - Personal Trust Market Service Team

  • Client Management
  • Full time
  • R-368774

About this role:
Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.



In this role, you will:

  • Participate in less complex customer financial account relationship services
  • Identify customer needs and offer solutions while managing the risk of accounts
  • Administer client accounts in order to create, expand, and serve relationships
  • Review basic issues, policies, or procedures for which answers can be quickly obtained related to moderately complex risk tasks and deliverables
  • Develop knowledge of investment strategies, objectives, and asset allocations
  • Analyze trust and financial information and prioritize as appropriate
  • Set up, administer, terminate, and distribute moderately complex accounts of all types
  • Receive direction from supervisor and exercise independent judgment while developing understanding of function, policies, procedures, and compliance requirements
  • Communicate directly with clients, Wells Fargo partners, and external resources
  • Provide work direction
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

    Required Qualifications:
  • 6+ months of Fiduciary Products 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
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Solid problem solving and decision making skills
  • Ability to interact with all levels of an organization
  • Ability to work effectively in a team environment
  • Good PC skills with the aptitude to learn new systems quickly
  • A BS/BA degree or higher

Job Expectations:

  • This role requires an on-site presence Monday to Friday

Job Location:

  • 6325 S Rainbow Blvd, Las Vegas NV 89118
  • The salary range displayed below is based on a Full-time 40 hour a week schedule.
  • NV-Las Vegas: 22.36 - 33.51 USD Hourly

Pay Range

$22.36 - $33.51

Benefits

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

Posting End Date:

30 May 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.

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.


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