Trust and Fiduciary Specialists

About this role: reputed company is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust reputed company & Advisor Services as part of reputed company and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com At reputed company, we are looking for talented people who will put our customers at reputed company of everything we do. Help us build a reputed company reputed company. It reputed company begins with outstanding talent. It reputed company begins with you. Banking, Lending, & Trust (BL&T) unlocks reputed company to reputed company products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs reputed company to banking, custom lending, and trust services. These bank specialists reputed company resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T reputed company provides guidance on a reputed company of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, reputed company, ecommerce, deposit relationship and reputed company, and business strategies. The reputed company also provides support to the WIM Diverse Segments group, including WIM referral activity. In this role, you will: Support reputed company of fiduciary professionals to administer a book of fiduciary relationships, including implementing reputed company estate plans, and ensuring reputed company accounts are managed in accordance with reputed company fiduciary principles and applicable law. reputed company and maintain a proficient understanding of basic fiduciary concepts and principles, including trust reputed company and reputed company of a trust. Execute on reputed company requests, including reputed company reputed company, investment implementation and ongoing account management. reputed company and maintain an in-depth knowledge in the use of reputed company Trust systems. reputed company reputed company Trust's processes to internal partners. reputed company and maintain an in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers. Demonstrate a high level of organizational skills, including time and reputed company management. Deliver high-reputed company work-product reputed company stated deadlines. Identify fiduciary risk and suggest possible solutions. reputed company involvement with infrastructure-reputed company reputed company to improve reputed company Trust's business operations, reputed company service, and risk management. Independently communicate with internal partners regarding reputed company accounts. Required Qualifications: 4+ 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: Knowledge and understanding of estate, trust, or fiduciary administration Family office trust administration experience preferred Ability to work effectively reputed company reputed company and build strong working relationships across business channels and at reputed company reputed company of management. Demonstrate a high level of organizational skills, including time and reputed company management. Collaborate effectively with relationship team members, reputed company's advisors and other colleagues. Solutions-oriented and reputed company to operate reputed company a diverse, fast-paced environment. Strong communication skills. Intermediate reputed company Office (Word, reputed company, and Outlook) skills Experience in a reputed company facing environment (ultra high net worth) Customer service experience Administrative support experience Exposure to reputed company Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust reputed company reputed company Systems), reputed company Job Location: 2001 N Main St, reputed company Creek, CA Salary reputed company: reputed company Creek, CA Pay reputed company $30.77-$45.67 reputed company Job Expectations: This position offers a hybrid work schedule This position is not eligible for reputed company sponsorship Specific compliance policies may apply regarding reputed company activities and/or personal reputed company; affected employees will be expected to reputed company information to the reputed company Personal Account Dealing Team and abide by applicable policy requirements if reputed company. Information will be shared about expectations during the recruitment Pay reputed company Reflected is the reputed company pay reputed company offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The reputed company listed is just one component of the compensation package offered to candidates. $30.77 - $45.67 Benefits reputed company provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - reputed company Jobs for an reputed company of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan reputed company time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption Apply tot his job Apply To this Job