Job Details

Wealth Management Fiduciary Administrator Philanthropic Client Management Team

Company name

Wells Fargo

Organization Type


Job Type


Date Last Verified

Jun 14,2019

Valid Through

Sep 27,2019

Posted on

Jun 12,2019

Years of Experience

Min 3 yrs required


Winston Salem, NC, United States

Employment Type



Practice Area
Trusts and Estates >> Trusts and Estates
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Wealth Management Fiduciary Administrator 2 - Philanthropic Client Management Team
The candidate on the Philanthropic Client Management team provides specialized trust administration, specialized services, and specialized risk management for all types of charitable trusts, agencies for charitable and tax exempt entities. Administers charitable remainder trusts, charitable lead trusts, perpetually charitable trusts classified as private foundation and supporting organizations, and charitable investment accounts in a WM FMS office. Provides fiduciary oversight and handles moderately complex issues regarding governing document interpretation, fiduciary risk, and the client account in order to create, expand, and service WM relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: Setting up, administering, terminating, and distributing moderately complex philanthropic accounts of all types. Identifying customer needs and offering solutions. Developing knowledge of investment strategies, objectives, and asset allocations. Communicating 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. Analyzing trust/financial information, reacting accordingly, and prioritizing as appropriate. May provide work direction.

Qualification and Experience

The candidate 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, CERTIFIED FINANCIAL PLANNER (tm) or Certified Trust Fiduciary Advisor. Experience preferred: Charitable Trust Administration experience. Experience with discretionary grants and scholarships. Experience working in a fiduciary administration middle office. Relationship Management experience. Experience with discretionary grants and scholarships. Experience with the following applications: SEI, Access Databases. Should preferably have Intermediate Microsoft Office skills. Strong analytical skills with high attention to detail and accuracy are required. Must have excellent verbal, written, and interpersonal communication skills. Ability to interact with all levels of an organization is required. Should preferably have ability to exercise independent judgment and creative problem solving techniques. Ability to foster effective partnerships is required. Must have knowledge and understanding of philanthropic concepts. Should have knowledge and understanding of estate, trust, or fiduciary administration. Established knowledge of all types of charitable entities, trust, fiduciary law, and federal regulations is desired.

Close Date 07/06/2019

Additional info

Job ID 5490296

Company info

Hiring Coordinator
Wells Fargo
100 N. Main Street
Winston Salem, NC 27101

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