Job Details

Wm Senior Fiduciary Administrator Fms Risk Manager

Company name

Wells Fargo

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Jun 17,2018

Posted on

Jun 11,2018

Years of Experience

Min 8 yrs required

Location

Las Vegas, NV
Practice Area
Trusts and Estates >> Trusts and Estates
Apply for this job
 
Your Email:
Upload Resume:

 
52 hits

Profile

WM Senior Fiduciary Administrator 4 - FMS Risk Manager The primary function of the candidate will bd to proactively mitigate operating losses and fiduciary risk exposure within a FMS environment. This position works closely with the FMS Director, Fiduciary Team Managers and team members within the FMS offices. Partners with field investment managers and other WM professionals to develop and expand business. Partners with WM professionals to identify and develop financial planning opportunities. Monitors fiduciary administrators as managing their book according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Perform internal audits to verify compliance with established standards and partners directly with Wells Fargo risk partners. Provides fiduciary oversight and answers difficult or complex questions regarding trust taxability, document interpretation and fiduciary risk management. Reviews documents and works with team members to ensure proper documentation for all discretionary requests from clients. Confers directly with clients, WF Partners and Centers of Influence as well as external resources i.e.; accountants, attorneys regarding trust/financial information, reacts accordingly and re-prioritizes if appropriate. Responsible for training FMS team members on all updated policies and procedures. May act as mentor within the organization. May assist in the design and implementation of procedures, controls and guidelines designed to meet policy requirements while creating processes and strategies to enhance the overall effectiveness of the group and client experiences. May provide guidance and direction in absence of FMS Director.

Qualification and Experience

The candidate should have 8+ years of experience in one or a combination of the following: relationship management, financial, trust, or legal industry experience. Ability to develop partnerships and collaborate with other business and functional areas. Ability to implement a solution and communicate, in clear business terms, the benefits of the proposed risk management approach. Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment. Ability to review trust agreement documents and ensure bank compliance. Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems). Strong relationship management skills. Strong risk management and compliance skills. 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: Certified Trust and Financial Advisor (CTFA) or Chartered Financial Analyst (CFA) or similar designation. A BS/BA degree or higher (such as MBA/JD/LLM) in business, management, law or trust and wealth management. Ability to effectively work with fiduciary administrators, team leads and Fiduciary Team Managers in a team environment. Ability to provide fiduciary oversight to complex questions regarding trust taxability, document interpretation and fiduciary risk management. Demonstrated working knowledge of fiduciary operational and risk mitigation standards, including the ability to effectively communicate related policies and procedures. Strong PC proficiency. Extensive knowledge of trust, fiduciary law, and federal regulations in a Risk Management Role. Experience working in a Fiduciary Management Services office.

Close Date: 06/29/2018

Additional info

Job ID: 5410531

Company info

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

Similar Jobs:

WM Senior Fiduciary Administrator 4 - FMS Risk Manager The primary function of the candidate will bd to proactively mitigate operating losses and fiduciary risk exposure within a FMS environment. This position works closely with ...
WM Senior Fiduciary Administrator 3-Personal Trust Market Service Team The candidate on the Personal Trust Market Service Team administers the client account in order to create, expand and service WM FMS relationships while manag...
Trust Officer The candidate will be responsible for the efficient administration of trust accounts for an affluent or high net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian,...