Job Details

Wm Fiduciary Administrator Personal Trust Market Service Team

Company name

Wells Fargo

Organization Type

In-House

Job Type

Non-practicing Attorney

Date Last Verified

Aug 14,2019

Valid Through

Nov 27,2019

Posted on

Aug 08,2019

Years of Experience

Min 3 yrs required

Location

Las Vegas, NV, United States

Employment Type

Full-time

Industry

Legal
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WM Fiduciary Administrator II - Personal Trust Market Service Team
The candidate administers the client account in order to create, expand and to service Wealth Management Fiduciary Management Services (FMS) relationships while managing the risk of those accounts. Duties may include: setting up, administering, terminating and distributing moderately complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives and asset allocations. Communicates directly with clients, partners and centers of influence as well as external resources, e.g. accountants or attorneys, who are related to the client accounts as part of day-to-day administration. Analyzes trust/financial information, reacts accordingly and prioritizes as appropriate. May provide work direction. Should have 3+ years of experience in one or a combination of the following industries: financial, trust, or legal; or 2+ years of experience in one or a combination of the following industries: financial, trust, or legal plus one of the following degrees or certifications: BA or higher in Trust & Wealth Management, JD degree, CERTIFIED FINANCIAL PLANNER (tm) or Certified Trust Fiduciary Advisor. Should preferably have knowledge and understanding of estate, trust, or fiduciary administration.
Close Date: 08/24/2019

Additional info

Job ID 5493502

Company info

Hiring Coordinator
Wells Fargo
3800 Howard Hughes Parkway
Las Vegas, NV 89169-0925

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