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WM Senior Fiduciary Administrator 3 - Estate Settlement Administration

Company: Wells Fargo
Location: Austin
Posted on: March 28, 2020

Job Description:

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as Personal Cell or Cellular in the contact information of your application.

At Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement.

As part of the WIM Next Generation efforts to create horizontal functions to support all client coverage channels, a new organization has been formed to drive delivery of its non-investment products and services. This new group, Wealth Client Solutions, brings teams and functions currently found across WIMs consumer businesses under a common, WIM-level organization. The team will be focused on transforming from channel-based to client-focused solutions and delivery in an effort to reduce operational risk, improve efficiency, increase consistency/coordination, and bring focus on product management / development to drive innovative growth and improve the client experience. Additionally, the new group will drive a WIM-level culture of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation.

WCS is responsible for the following functions:

  • Lending and Banking Products (custom and consumer packaged)
  • Deposits Strategy and Management
  • WIM Enterprise Partnerships
  • Trust and Fiduciary Services Management
  • M&A Business Advisory Services

    Investment & Fiduciary Services (IFS) works with our clients to build, manage, preserve and transition their wealth. As one of the nations strongest financial institutions, we bring together a team of experienced professionals to gain insight into each clients unique situation so that we may deliver specialized wealth solutions that best meet their needs and goals. Within IFS, we have 6 Fiduciary Management Services (FMS) offices that support clients and field offices by providing trust administration, investment management, and fiduciary services.

    The WM Senior Fiduciary Administrator 3 - Estate Settlement Administration position administers death settlement accounts in order to create, expand and service WM FMS relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, marshalling assets, administering, terminating and distributing complex death settlement accounts of all types. Partners with WMG professionals to address specific asset type, estate tax, and fiduciary income tax issues. May communicate directly with clients, WF Partners and centers of influence as well as external resources i.e. accountants, attorneys, who are related to the client accounts as part of day to day death settlement administration. Analyzes estate/trust/financial information, reacts accordingly and reprioritizes as appropriate. May act as mentor or team leader to provide work direction.Required Qualifications

    • 4+ years of experience in one or a combination of the following industries: financial, trust, or legal

      Desired Qualifications

      • Client relationship management experience
      • Ability to exercise independent judgment to identify and resolve problems
      • Ability to read and interpret legal documents
      • Ability to review trust agreement documents and ensure bank compliance
      • Ability to work effectively in a team environment
      • Ability to interact with all levels of an organization
      • Excellent verbal, written, and interpersonal communication skills
      • Strong analytical skills with high attention to detail and accuracy

        Other Desired Qualifications

        • Established knowledge of estate settlement and probate regulations
        • Strong knowledge and understanding of estate, trust, or fiduciary administration
        • Certified Trust and Financial Advisor (CTFA) or CERTIFIED FINANCIAL PLANNER (CFP--) designation
        • A BS/BA degree or higher (such as MBA/JD/LLM) in business, management, law or trust and wealth management

          Street AddressTX-Austin: 4801 Southwest Parkway - Austin, TXDisclaimerAll offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

          Relevant military experience is considered for veterans and transitioning service men and women.

          Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo, Austin , WM Senior Fiduciary Administrator 3 - Estate Settlement Administration, Accounting, Auditing , Austin, Texas

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