Senior Tangible Personal Property Advisor - Senior Fiduciary Specialist

About this role:

Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management with Banking, Lending and Trust. Learn more about the career areas and lines of business at wellsfargojobs.com

In this role, you will:

• Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business
• Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration
• Analyze trust/financial information, react accordingly and re-prioritize if appropriate
• May act as a mentor
• Oversee complex, unique needs of estates and trusts during the death settlement process
• Assist in the management of probate and trust estates following the death of an existing Wells Fargo client
• Identify issues and research across jurisdictions
• Create, enhance, and expand customer relationships
• Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

• 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 4+ years of experience in one or a combination of the following: financial services, trust, estate settlement or legal
• 2+ years of experience in one or a combination of the following: estate planning, estate tax or fiduciary administration
• Knowledge and understanding of Federal and State probate, trust and tax laws
• Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations
• CTFA - Certified Trust, Financial Advisor, CFP-Certified Financial Planner, or CPA-Certified
• Fiduciary experience with trust (personal)
• Ability to interact with all levels of an organization
• Excellent verbal, written, and interpersonal communication skills
• Intermediate MS Office (Teams, Outlook, Word, Excel, PowerPoint)
• Strong analytical skills with high attention to detail and accuracy
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
•  Ability to work effectively, as well as independently, in a team environment
• Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment
• Experience in a client facing environment

Job Locations:

100 N 18th St., PHILADELPHIA, PA

Job Expectations:

• This position travels 75% percent of the time. Work may be required nights and weekends.

The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations. This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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 reimbursement

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.

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.