Job Description: Wells Fargo is seeking a Senior Fiduciary Coordinator who will be responsible for proactively supporting one or more Senior Trust Advisors in the development and delivery of advice, client acquisition and relationship management. Job Responsibilities: Identify and recommend opportunities for process improvement and risk control development Review risk management reports Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Support Senior Trust Advisors in the development and delivery of advice, client acquisition and relationship management Provide services to clients by preparing client presentations prospect information Interact with internal and external customers Research and resolve moderate to highly complex account issues Fulfill Fiduciary Services transactions, distributions and compliance documentation Job Requirements: Knowledge and understanding of estate, trust, or fiduciary administration Experienced Microsoft Office user Excellent verbal, written, and interpersonal communication skills, Exemplary organizational skills. Financial services experience 4+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education BA/BS degree Job Details: Company: Wells Fargo Vacancy Type: Full Time Job Location: San Francisco, CA, US Application Deadline: N/A Apply Here vacancyoptions.com
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