LasVegasRecruiter Since 2001
the smart solution for Las Vegas jobs

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

Company: Wells Fargo Bank
Location: Las Vegas
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


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 , Las Vegas, Nevada

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Financial Center Manager - Las Vegas, NV area
Description: Financial Center Manager - Las Vegas, NV AreaLas Vegas, NevadaJob Description:At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, (more...)
Company: Bank of America
Location: Las Vegas
Posted on: 02/25/2020

Allied Universal-Account Manager
Description: The Account Manager is accountable for day-to-day operations of an assigned account, including hiring, training, disciplining and terminating staff. Build, improve and maintain relationships with clients (more...)
Company: U.S. Security Associates, Inc
Location: Las Vegas
Posted on: 02/24/2020

Senior Director, Government Relations
Description: Senior Director, Government Relations USA-Nevada-Las Vegas Position Purpose: Represent Centene as the primary point-of-contact with federal government personnel and agencies Oversee and direct Centene (more...)
Company: Cenpatico
Location: Las Vegas
Posted on: 02/25/2020

Revenue Manager
Description: Revenue Manager br br Advertising Operations - Las Vegas, NV br br GroundTruth is the leading global location platform that leverages data and insights to drive business performance. Using its (more...)
Company: GroundTruth
Location: Las Vegas
Posted on: 02/25/2020

Facilities Manager
Description: The Facilities Manager is responsible for overseeing the campus operations and staff across all trades to ensure all work is scheduled, assigned, and completed. The Facilities Manager is responsible (more...)
Company: Resorts World Las Vegas
Location: Las Vegas
Posted on: 02/25/2020

Senior Director, Government Relations
Description: Description: Position Purpose: Represent Centene as the primary point-of-contact with federal government personnel and agencies Oversee and direct Centene s proactive government relations program (more...)
Company: Health Net, Inc.
Location: Las Vegas
Posted on: 02/25/2020

Sanitation Manager
Description: Come join our team at our Las Vegas, Nevada location --The Ken's--Sanitation
Company: Ken's Foods
Location: Las Vegas
Posted on: 02/25/2020

Medical Director, Breast Care - 50K Sign On Bonus for External Candida
Description: Serving millions of patients, OptumCare is the nation's largest health and wellness business and a vibrant, growing member of the UnitedHealth Group family of businesses. We are the career home for Providers (more...)
Company: Optum
Location: Las Vegas
Posted on: 02/25/2020

Paid Search Manager
Description: Job Description Job : 1046238Apex Systems, the nation's 2nd largest IT Staffing firm, has a contract-to-hire opportunity for a data-driven and analytical Paid Search Manager to join a growing team for (more...)
Company: Apex Systems, Inc
Location: Las Vegas
Posted on: 02/25/2020

Certification Manager
Description: CERTIFICATION MANAGER We are a boutique supplier diversity consulting firm in need of a VERY detail and process-oriented person to join our team.We are a fast paced, fun, office that is looking for the (more...)
Company: CERTIFY
Location: Las Vegas
Posted on: 02/24/2020

Log In or Create An Account

Get the latest Nevada jobs by following @recnetNV on Twitter!

Las Vegas RSS job feeds