Wealth Management Senior Fiduciary Administrator 3 - Fiduciary Terminations and Transfers Team
Company: Wells Fargo Bank
Posted on: February 16, 2020
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
At Wells Fargo, we want to satisfy our customers? financial needs
and help them succeed financially. We?re looking for talented
people who will put our customers at the center of everything we
do. Join our diverse and inclusive team where you?ll feel valued
and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding
talent. It all begins with you.
Wealth and Investment Management (WIM) businesses build enduring
client relationships through sound, thoughtful, and objective
advice. We help our clients by developing individualized plans for
everything from retirement goals to business succession planning to
family legacy intentions. Services include comprehensive planning
and advice, investment management, brokerage, private banking,
estate planning strategies, trust, and both individual and
The Wealth Management (WM) business is a leading provider of
financial services to high-net worth clients through Wells Fargo
Private Bank, and to the affluent segment through partnerships
between Wealth Brokerage Services and the Community Bank.
Investment & Fiduciary Services (IFS) within WM works with our
clients to build, manage, preserve, and transition their wealth.?As
one of the nation?s strongest financial institutions, we bring
together a team of experienced professionals to gain insight into
each client?s unique situation so that we may deliver specialized
wealth solutions that best meet their needs and goals. Within IFS,
we have 6 Fiduciary Management Services (FMS) offices that support
clients and field offices by providing trust administration,
investment management, and fiduciary services.??
The Wealth Management Senior Fiduciary Administrator 3 on the
Fiduciary Terminations and Transfers (FITT) team administers the
client account in order to create, expand, and service WWM FMS
relationships while managing the risk of those accounts, and is
responsible for making sound fiduciary judgments and
Duties may include:
--- Setting up, administering, terminating, and distributing
complex accounts of all types.
--- Identifies customer needs and offers solutions.
--- Develops knowledge of investment strategies, objectives, and
--- Communicates directly with clients, WF partners, and centers of
influence, as well as external resources, e.g. accountants or
attorneys, who are related to the client accounts as part of
--- Partners with WM professionals to identify and develop
financial planning opportunities.
--- Analyzes trust/financial information, reacts accordingly, and
reprioritizes as appropriate.
--- May act as mentor or team leader to provide work direction.
--- 4+ years of experience in one or a combination of the following
industries: financial, trust, or legal
--- Strong analytical skills with high attention to detail and
--- Excellent verbal, written, and interpersonal communication
--- Ability to interact with all levels of an organization
--- Ability to review trust agreement documents and ensure bank
--- Ability to exercise independent judgment to identify and
--- Ability to work effectively in a team environment
--- Ability to read and interpret legal documents
Other Desired Qualifications
--- Strong knowledge and understanding of estate, trust, or
--- Certified Trust and Financial Advisor (CTFA), Certified IRA
Services Professional (CISP) or CERTIFIED FINANCIAL PLANNER? (CFP?)
--- A BS/BA degree or higher (such as MBA/JD/LLM) in business,
management, law or trust and wealth management
NV-Las Vegas: 6325 S Rainbow Blvd - Las Vegas, NV
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
Keywords: Wells Fargo Bank, Las Vegas , Wealth Management Senior Fiduciary Administrator 3 - Fiduciary Terminations and Transfers Team, Executive , Henderson, Nevada
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