Senior Trust Associate – Senior Fiduciary Coordinator
Company | Wells Fargo |
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Location | Palm Beach Gardens, FL, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Senior |
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.