Wells Fargo Recruiting – Senior Fiduciary Coordinator

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

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