Fiduciary Specialist

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• Participate in less complex day to day activities associated with managing and controlling risk to the probate or trust accounts in compliance with governing document, bank policy and procedure as well as statutory and common law requirements
• Administer client accounts in order to create, expand, and serve relationships
• Identify customer needs and offer solutions
• Review and analyze probate and administrative trust portfolios that require research, evaluation, and selection of alternatives and exercise independent judgment to guide medium risk deliverables
• Set up, administer, terminate and distribute complex accounts of all types
• Develop knowledge of investment strategies, objectives, and asset allocations
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements in Fiduciary Products functional area
• Mentor and provide work direction
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong Communication and Excellent Customer Service Skills
• Preferred background or knowledge on US Retirement accounts (IRA).
• Role will be required to work in US hours covering all US time zones (Eastern, Central and Pacific time zones).
• Amenable to onsite reporting in Five/Neo Building BGC Taguig City.

Job Expectations:

Trust Services is offshoring the administration of IRA accounts to the Manila office of Wells Fargo India & Philippines. Offshore IRA Administrators will be client facing.

Tasks performed by offshore IRA Administrators would include;

• Administrative Account Reviews
• Money Movement
• Non-Monetary Client Service Requests
• Overdrafts & Uninvested Cash (Limited so as to eliminate any exercise of discretion)
• Pledging
• Repapering
• Statements
• Tax Related Tasks
• Terminations
• Wires
• Required Minimum Distributions
• Other Tasks as Assigned

Posting End Date:

About this role:

Wells Fargo is seeking a...

In this role, you will:

• Participate in less complex day to day activities associated with managing and controlling risk to the probate or trust accounts in compliance with governing document, bank policy and procedure as well as statutory and common law requirements
• Administer client accounts in order to create, expand, and serve relationships
• Identify customer needs and offer solutions
• Review and analyze probate and administrative trust portfolios that require research, evaluation, and selection of alternatives and exercise independent judgment to guide medium risk deliverables
• Set up, administer, terminate and distribute complex accounts of all types
• Develop knowledge of investment strategies, objectives, and asset allocations
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements in Fiduciary Products functional area
• Mentor and provide work direction
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong Communication and Excellent Customer Service Skills
• Preferred background or knowledge on US Retirement accounts (IRA).
• Role will be required to work in US hours covering all US time zones (Eastern, Central and Pacific time zones).
• Amenable to onsite reporting in Five/Neo Building BGC Taguig City.

Job Expectations:

Trust Services is offshoring the administration of IRA accounts to the Manila office of Wells Fargo India & Philippines. Offshore IRA Administrators will be client facing.

Tasks performed by offshore IRA Administrators would include;

• Administrative Account Reviews
• Money Movement
• Non-Monetary Client Service Requests
• Overdrafts & Uninvested Cash (Limited so as to eliminate any exercise of discretion)
• Pledging
• Repapering
• Statements
• Tax Related Tasks
• Terminations
• Wires
• Required Minimum Distributions
• Other Tasks as Assigned

Posting End Date:

*Job posting may come down early due to volume of applicants.

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Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

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