Job Description

Job Description

Important 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:

o    Building enduring client relationships through sound, thoughtful, and objective advice
o    Developing individualized plans for clients to help meet their financial objectives
o    Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o    Wells Fargo Private Bank serves high-net-worth individuals and families.
o    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. 
o    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 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. 

The Senior Fiduciary Administrator 3 - Client Management Team administers the client account in order to deliver exceptional services that drives customer satisfaction, loyalty and retention of all Trust services while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Works with the Relationship Team to identify areas of administrative complexity and/or opportunities for the Relationship Team to engage in the expansion of services. Develops knowledge of investment strategies, objectives, asset allocations. Communicates directly with beneficiaries, WF 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. Partners with the Client Relationship Group (CRG) and other Trust professionals. Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate. May act as mentor or team leader to provide work direction.

The preferred location for this position is Long Beach, CA but other Wells Fargo locations within the state of California may be considered.

Required Qualifications

4+ years of experience in one or a combination of the following industries: financial, trust, or legal

Desired Qualifications

Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
Ability to review trust agreement documents and ensure bank compliance
Ability to exercise independent judgment to identify and resolve problems
Ability to work effectively in a team environment
Ability to read and interpret legal documents
Certified Trust and Financial Advisor (CTFA)

Other Desired Qualifications

Strong knowledge and understanding of estate, trust, or fiduciary administration
A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management