Wealth Management Senior Fiduciary Administrator 3 - Fiduciary Terminations and Transfers Team

Company: Wells Fargo Bank
Location: Henderson
Posted on: February 16, 2020

Job Description:

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 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 institutional retirement.

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 recommendations.

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 asset allocations.
--- 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 day-to-day administration.
--- 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.

Required Qualifications

--- 4+ years of experience in one or a combination of the following industries: financial, trust, or legal

Desired Qualifications

--- 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 exercise independent judgment to identify and resolve problems
--- 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 fiduciary administration
--- Certified Trust and Financial Advisor (CTFA), Certified IRA Services Professional (CISP) or CERTIFIED FINANCIAL PLANNER? (CFP?) designation
--- A BS/BA degree or higher (such as MBA/JD/LLM) in business, management, law or trust and wealth management

Street Address

NV-Las Vegas: 6325 S Rainbow Blvd - Las Vegas, NV

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.

Keywords: Wells Fargo Bank, Las Vegas , Wealth Management Senior Fiduciary Administrator 3 - Fiduciary Terminations and Transfers Team, Executive , Henderson, Nevada