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Senior Trust Associate – Senior Fiduciary Coordinator

Senior Trust Associate – Senior Fiduciary Coordinator

CompanyWells Fargo
LocationPalm Beach Gardens, FL, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • 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

Responsibilities

  • Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
  • Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust.
  • Execute on client requests, including money movement, investment implementation and ongoing account management.
  • Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems.
  • Articulate Wells Fargo Trust’s processes to internal partners.
  • Develop and maintain an in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers.
  • 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.
  • Seek involvement with infrastructure-related projects to improve Wells Fargo Trust’s business operations, client service, and risk management.
  • Independently communicate with internal partners regarding client accounts.

Preferred Qualifications

  • Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
  • 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.