Senior Equity Plan Administrator
Udemy
Senior Trust Officer – Senior Fiduciary Specialist – Estate Settlement Administration
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $77,000 - $133,000 per year
Job Level
Senior
About the role
- Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
- Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework
- Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts
- Identify and recommend opportunities for process improvement and control development
- Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards
- Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals
- Actively train and mentor junior team members
- Participate in marketing and development initiatives, in conjunction with team leaders
Requirements
- 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
- Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
- Proven track record managing high net worth client relationships and portfolios
- Experience with complex trust structures
- J.D. and/or CTFA preferred
- Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
- Demonstrate a high level of organizational skills, including time and priority management
- Collaborate effectively with relationship team members, client’s advisors and other colleagues
- Solutions-oriented and able to operate within a diverse, fast-paced environment
- Strong conflict resolution skills
- Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
fiduciary administrationtrust administration practicesestate settlement processestax considerationscomplex trust structuresclient estate plansaccount maintenanceKYC requirementsprudent investing standards
Soft skills
team collaborationorganizational skillstime managementpriority managementconflict resolutionleadershipcommunication skillspresentation skillsrelationship building
Certifications
J.D.CTFA
