Senior Fiduciary Coordinator

30 Apr 2024

Vacancy expired!

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.About this role: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.In this role, you will: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

Research and resolve moderate to highly complex account issues

Fulfill Fiduciary Services transactions, distributions and compliance documentation

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

Interact with internal and external customers

Required Qualifications4+ 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:Financial services experience

Knowledge and understanding of estate, trust, or fiduciary administration

Experienced Microsoft Office user

Excellent verbal, written, and interpersonal communication skills

Exemplary organizational skills

Location: 1700 Lincoln Street, Denver COT he salary range displayed below is based on a Full-time 40 hour a week schedule.CO-Denver: 22.36 - 33.51 USD HourlyPay Range$22.36 - $33.51 HourlyBenefitsInformation about Wells Fargo's employee benefits

We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Company: WELLS FARGO BANKReq Number: R-145646-3Updated: Sat Apr 30 20:01:55 GMT 2022Location: Minneapolis,Minnesota

Full-time