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Fiduciary Administrator 2 - Estate Settlement Administration

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Job ID 5570249
Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application. 

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.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

o    Building enduring client relationships through sound, thoughtful, and objective advice
o    Developing individualized plans for clients to help meet their financial objectives
o    Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o    Wells Fargo Private Bank serves high-net-worth individuals and families.
o    Abbot Downing serves ultra-high-net-worth individuals and families. 
o    Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers. 
o    Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has created horizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams and functions currently found across WIM’s consumer businesses under a common, WIM-level organization. The group is focused on transforming from channel-based to client-focused solutions and delivery in an effort to reduce operational risk, improve efficiency, increase consistency/coordination, and bring focus on product management / development to deliver innovative growth and improve the client experience. Additionally, the new group will deliver a WIM-level culture of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation. 

The Fiduciary Administrator 2 - Estate Settlement Administration will assist with the termination and final distribution of trust and estate accounts.  Administers probate estates and trusts following the death of an existing Wells Fargo client, or upon the appointment of Wells Fargo as a personal representative of a probate estate.  Ensures compliance with state and federal laws and procedures applicable to the administration of a probate estate or a trust following the death of the beneficiary or decedent.  Assists with final distribution of assets and final termination of accounts.  Assists team members and other Wells Fargo (WF) partners with the management of relationships with clients, beneficiaries, and their families.  Communicates directly with clients, WF Partners and Centers of Influence as well as external resources, such as accountants, attorneys, and other professionals, who are involved in the accounts as part of day to day administration.  When appropriate, partners with other Wealth Management professionals to develop additional business and to retain existing business.  A Fiduciary Administrator 2 works to create, expand, and service the wealth client relationships while managing risk, creating strong internal partnerships, and providing great client service. 
 



Required Qualifications

  • 3+ years of experience in one or a combination of the following industries: financial, trust, or legal; or 2+ years of experience in one or a combination of the following industries: financial, trust, or legal plus one of the following degrees or certifications: BA or higher in Trust & Wealth Management, JD, CERTIFIED FINANCIAL PLANNER (tm) or Certified Trust Fiduciary Advisor</li>



Desired Qualifications

  • Intermediate Microsoft Office skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to interact with all levels of an organization
  • Ability to review trust agreement documents and ensure bank compliance
  • Ability to take initiative and work independently with minimal supervision in a structured environment
  • Ability to work effectively in a team environment
  • Knowledge and understanding of estate, trust, or fiduciary administration
  • Ability to read and interpret legal documents
  • Solid problem solving skills
  • Strong analytical skills with high attention to detail and accuracy



Other Desired Qualifications
  • 2 years estate/trust experience
  • Experience with death settlements




Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.



Benefits Summary

Benefits
 

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.

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