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
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- 6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong Communication and Excellent Customer Service Skills
- Role will be required to work in US hours covering any of the US time zones (Eastern, Central and Pacific time zones).
- Amenable to onsite reporting in Five/Neo Building BGC Taguig City.
Trust Services is undertaking to offshore certain stand-alone agency accounts to the Manilla office of Wells Fargo India & Philippines.
Offshore Agency Administrators will be client facing and will be responsible for all non-discretionary administrative tasks currently performed by onshore Trust Officers for the agency accounts. Thus, the offshore employees would act in the same capacity as onshore employees.
Tasks performed by offshore Agency Administrators would include the following currently performed by onshore Trust Officers:
1. Administrative Account Reviews
2. Bill Pay
3. Gifting
4. Money Movement
5. Non-Monetary Client Service Requests
6. Overdrafts & Uninvested Cash
7. Pledging
8. Repapering
9. Statements
10. Tax Related Tasks
11. Terminations
12. Wires
Posting End Date:
3 Oct 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.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.