Senior Philanthropic Associate - Senior Fiduciary Coordinator

About this role:

Wells Fargo is seeking a Senior Philanthropic Associate in Wealth and Investment Management as part of Banking, Lending and Trust. Learn more about the career areas and business divisions at  this role, you will:

Proactively support Sr. Philanthropic Advisor(s) in the day-to-day management of accounts, including:
Money movement, overdrafts, routine account maintenance, onboarding submissions for additional accounts for existing clients, account closing and fee discontinuation submissions, prepare, send and track receipt of routine forms and information requests, monitor accounts for sufficient liquidity for upcoming fees, taxes and distributions and, if needed, contact the Portfolio Manager to raise cash Demonstrate responsiveness, accuracy, clarity and professionalism when communicating with internal and external parties

Work with a sense of urgency, take ownership over assigned tasks and provide frequent status updates, as appropriate

Demonstrate a high level of organization, including time and priority management skills

Understand and efficiently execute all processes, procedures, regulatory requirements and risk mitigation activities

Interface with all firm-based systems used by Trust Services Understand and adhere to Wells Fargo policies and procedures, including complaint management, issue management and escalation policies

Partner with the Middle Office, WIM Operations and CRG Partners on KYC updates, maintenance and completion

Partner with colleagues, internal partners and stakeholders to foster a sense of trust and reliability

Support Sr. Philanthropic Advisor(s) in partnering and collaborating with other members of the relationship team to ensure a coordinated client experience

Assist Sr. Philanthropic Advisor(s) in preparing materials to deliver “trust acumen’ education to internal partners

Proactively communicate with colleagues and internal partners regarding items impacting client accounts

Serve as a technical resource for the team Proactively seek out and engage with both formal and informal mentors, and serve as a mentor to junior members of the team

Required Qualifications:

2+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired

Qualifications:

Knowledge and understanding of estate, trust, or fiduciary administration

Knowledge and understanding of philanthropic concepts

Knowledge and understanding of fiduciary law and federal regulations

Excellent verbal, written, and interpersonal communication skills

Ability to interact with all levels of an organization

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.

Intermediate Microsoft Office (Word, Excel, and Outlook) skills

Experience in a client facing environment

Customer service experience

Administrative support experience

Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems), Client Link Job Expectations This position offers a hybrid work schedule

This position is not eligible for Visa sponsorship.

Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.$28.85 - $48.08

Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

Health benefits
401(k) Plan Paid time off Disability benefits

Life insurance, critical illness insurance, and accident insurance

Parental leave

Critical caregiving leave

Discounts and savings

Commuter benefits

Tuition reimbursement

Scholarships for dependent children

Adoption reimbursement

Posting End Date:9 Aug…