Job description
About this role:
Wells Fargo is seeking an Associate Fiduciary Specialist in the Banking Lending and Trust Group as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
$22.36 - $33.51 Hourly
Benefits
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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Wells Fargo is seeking an Associate Fiduciary Specialist in the Banking Lending and Trust Group as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com .
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
- 6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Knowledge and understanding of estate, trust, or fiduciary administration
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Solid problem solving and decision-making skills
- Ability to interact with all levels of an organization
- Ability to work effectively in a team environment
- Good PC skills with the aptitude to learn new systems quickly
- This position is hybrid which will be 3 days in the office and 2 days remote work.
- 6325 S Rainbow Blvd, Las Vegas NV 89118
- 22.36 - 33.51 Hourly
$22.36 - $33.51 Hourly
Benefits
- Information about Wells Fargo's employee benefits
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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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