About this role:

Wells Fargo is seeking an Associate Fiduciary Specialist.

In this role, you will:

Participate in less complex customer financial account relationship services
Identify customer needs and offer solutions while managing the risk of accounts
Administer client accounts in order to create, expand, and serve relationships
Review basic issues, policies, or procedures for which answers can be quickly obtained related to moderately complex risk tasks and deliverables
Develop knowledge of investment strategies, objectives, and asset allocations
Analyze trust and financial information and prioritize as appropriate
Set up, administer, terminate, and distribute moderately complex accounts of all types
Receive direction from supervisor and exercise independent judgment while developing understanding of function, policies, procedures, and compliance requirements
Communicate directly with clients, Wells Fargo partners, and external resources
Provide work direction
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

Experience in Fiduciary Products or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Strong Communication and Excellent Customer Service Skills
Preferred background or knowledge on US Retirement accounts (IRA).
Role will be required to work US hours covering all US time zones (Eastern, Central and Pacific time zones).

Job Expectations:

Trust Services is offshoring the administration of IRA accounts to the Manila office of Wells Fargo India & Philippines. Offshore IRA Administrators will be client facing.

Tasks performed by offshore IRA Administrators would include;

Administrative Account Reviews
Money Movement
Non-Monetary Client Service Requests
Overdrafts & Uninvested Cash (Limited so as to eliminate any exercise of discretion)
Pledging
Repapering
Statements
Tax Related Tasks
Terminations
Wires
Required Minimum Distributions
Other Tasks as Assigned

Posting End Date:

15 Apr 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At 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, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Associate Fiduciary Specialist

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