Senior Fiduciary Coordinator - Closely Held Associate

Closely Held Associate
- Senior Fiduciary Coordinator

Wells Fargo Trust is seeking a Closely Held Associate
- Senior Fiduciary Coordinator in Wells Fargo Trust as part of Wealth and Investment Management. In this role, you will support the Closely Held Asset Management Team in managing closely held assets held in fiduciary accounts, client acquisition and relationship management. 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 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.

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:

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.

Job Location:

380 Knollwood St, Winston Salem NC, 27103 90 S 7th ST, Minneapolis MN, 55402

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