Wells Fargo Hiring for Senior Fiduciary Specialist – Estate Services Liaison Team at Austin, Texas Full Time

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 workspace 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 Specialist within the Estate Services Liaison team of Wealth and Investment Management.

The Estate Services Liaison Team is the national team responsible for review, acceptance, and onboarding of all estate settlement accounts and is the Estate Services resource for Banking, Lending and Trust and Wells Fargo Bank. All accounts accepted into Estate Services are shepherded through the new account process by the Estate Services Liaison Team. Also, after being notified of a Trust Services client’s death, an Estate Services Liaison Teammember is assigned to review the governing documents and disposition existing Trust Services accounts. The Estate Services Liaison Team works closely with our Estate Administration Teams, Estate Advisory Specialists, Tangible Personal Property Specialists, Post Mortem Tax Planners and Relationship Managers in the field.

In this role, you will:

• Review complex Estate plans and a variety of Trust documents and assets

• Act as subject matter expert in various phases of Estate settlement

• Proactively complete Estate settlement onboarding tasks which may include: reviewing and interpreting estate planning documents, performing due diligence and risk analysis for new death settlement opportunities, proactively engaging in conversations with the relationship team, centers of influence and beneficiaries on specific estate settlement matters

• Identify issues, research across jurisdictions and work with Risk partners to Resolve moderately complex trust onboarding issues

• Review and analyze large, complex trust and asset challenges that require an in depth evaluation of variable factors

• Consult with internal partners and outside attorneys, accountants, and other Centers of Influence in managing and controlling risk

Required Qualifications, US:

• 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• A Masters of Business Administration (MBA) or Juris Doctor (JD)

• Certified Trust and Financial Advisor (CTFA)

• Multiple years of direct experience in estate, trust or fiduciary administration

• Ability to interact with all levels of an organization

• Excellent verbal, written, and interpersonal communication skills

• Must be able to work in a team based environment

• Demonstrated organizational skills and attention to detail

• Ability to make timely decisions in complex situations that demonstrate sound rationale, experience, and judgment

• Strong analytical skills with high attention to detail and accuracy

• An active CERTIFIED FINANCIAL PLANNER ™ certification

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, or national origin.

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.

Company: Wells Fargo

Req Number: R-124425

Updated: Fri Feb 04 23:02:11 GMT 2022

Location: Austin,Texas