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Associate Fiduciary Specialist

  • Client Management
  • Full time
  • R-382665

About this role:

Wells Fargo is seeking an Associate Fiduciary Specialist.

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:

  • Experience in Fiduciary Products or equivalent demonstrated through one or a combination of the following: training, military experience, education

Desired Qualifications:

  • Experience in managing Trust, IRA, Risk Management, Custody or doing complex research

Job Expectations:

  • Amenable to night shift schedule and onsite work arrangement (Five NEO, Taguig)

  • The Manila team will support Trust Services by completing Administrative Account Reviews on Custody, Agency, Individual Retirement Accounts (IRA) revocable trusts and charitable agency accounts. The AAR process does not involve customer interaction.

    A person in this role will be expected to understand fiduciary concepts and principles and apply those concepts and principles to complete account reviews at a targeted level of accuracy and timeliness.  Completing account reviews will include: conducting research using account documents as well as other applications, drawing conclusions from the research findings, and capturing the conclusions in the AAR system.  Any errors or irregularities are noted through the creation of an Open Item.

    The AAR system provides the guidance for the research using a series of questions, based on the account type.  In addition, the person will compile a document package from the research to support the conclusions and responses in the AAR system.  Continuous learning will be required via a variety of methodologies including formalized courses and on-the-job training.

Posting End Date: 

18 Jul 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.

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