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Trust Services Entity Receipts Analyst (Business Support Consultant 2)

Company: Wells Fargo
Location: Austin
Posted on: November 22, 2021

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 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 workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth & Investment Management, or WIM, is one of the United States--- leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients--- unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

  • Building enduring client relationships through sound, thoughtful, and objective advice
  • Developing individualized plans for clients to help meet their financial objectives
  • Helping clients build, manage, preserve, and transition their financial resources and wealthWIM serves clients through the following businesses:
    • Wells Fargo Private Bank serves high-net-worth individuals and families.
    • Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.--
    • Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has created horizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust (BLT) is a center of excellence that brings teams and functions currently found across WIM---s consumer businesses under a common, WIM-level organization.--The group is 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 deliver innovative growth and improve the client experience.--Additionally, the new group will deliver a WIM-level culture of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation.As an Investment Fiduciary Services (IFS) Entity Receipts Analyst, you will be expected to execute the entity receipts review process within the IFS organization of Banking, Lending and Trust (BL&T).--Specifically, you will:--
      • Work in a collaborative team environment, including coordination with the IFS Entity Receipts Team Lead and process Subject Matter Experts (SMEs)
      • Review trust documentation, transactions, and financial statements to execute reviews of entity receipts and trust portfolio allocation analysis
      • Manage flow of information through process, including review and validation of progress statuses, tracking potential account/asset coding issues and resolution, tracking and follow up on aging items, and weekly reporting on review population
      • Serve as subject matter experts on the IFS Entity Receipts process, including maintaining review process procedures, owning identification of procedure updates or potential process improvements, and assist in developing trainings for other process stakeholdersThe salary range displayed below is based on a Full-time 40 hour a week schedule.NV-Las Vegas:--Min: $65,700 Mid: $92,500 Max: $119,300MN-Minneapolis:--Min: $65,700 Mid: $92,500 Max: $119,300TX-Austin:--Min: $65,700 Mid: $92,500 Max: $119,300NC-Charlotte:--Min: $65,700 Mid: $92,500 Max: $119,300NC-Winston Salem:--Min: $65,700 Mid: $92,500 Max: $119,300PA-Philadelphia:--Min: $72,300 Mid: $101,800 Max: $131,300Salary offered dependent on location. --May be considered for a discretionary bonus.Required Qualifications
        • 4+ year of experience in one or a combination of the following: administrative support, project management, implementation, business operations or strategic planning in financial services demonstrated through work or military experienceDesired Qualifications
          • Financial services industry experience
          • Ability to review trust agreement documents and ensure bank compliance
          • Intermediate Microsoft Excel skills
          • Strong attention to detail and accuracy skillsOther Desired Qualifications
            • Understanding of trust and fiduciary concepts
            • Experience with SharePoint workflow and reporting functionality
            • Ability to analyze business financial statements
            • Experience bringing issues to closure in a decisive manner despite potential obstacles within a complex environment
            • Trust services industry experience
            • Accounting background with experience reviewing entity financial statements and trust and entity income tax preparation
            • CTFA or other similar designation, CPA --Street AddressNV-Las Vegas: 6325 S Rainbow Blvd - Las Vegas, NVMN-Minneapolis: 600 S 4th St - Minneapolis, MNTX-Austin: 5301 Southwest Parkway Bldg A - Austin, TXNC-Charlotte: 401 S Tryon St - Charlotte, NCNC-Winston Salem: 100 N Main St - Winston Salem, NCPA-Philadelphia: 101 N Independence Mall E - Philadelphia, PADisclaimer
              All 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.Benefits SummaryBenefits--Visit benefits information.

Keywords: Wells Fargo, Austin , Trust Services Entity Receipts Analyst (Business Support Consultant 2), Professions , Austin, Texas

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