Wells Fargo

Location:

Winston-Salem, North Carolina

Country:

United States

Postal Code:

27101

Approximate Salary:

Not Specified

Position Type:

Full Time

Phone:

415) 820-7800

WM Fiduciary Administrator 2 - Philanthropic Services Planned Giving Team

Wells Fargo - Winston-Salem, North Carolina

Posted: 09/4/2018

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wealth Management (WM) business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Community Bank. Investment & Fiduciary Services (IFS) is within WM and works with our clients to build, manage, preserve and transition their wealth. As one of the nation’s strongest financial institutions, we bring together a team of experienced professionals to gain insight into each client’s unique situation so that we may deliver specialized wealth solutions that best meet their needs and goals. Within IFS, we have 6 Fiduciary Management Services (FMS) offices that support clients and field offices by providing trust administration, investment management, and fiduciary services.

This WM Fiduciary Administrator 2 on the Philanthropic Services Planned Giving Team provides specialized trust administration, risk management, and specialized services for institutional planned giving clients with deferred giving programs that include charitable remainder trusts, pooled income fund trusts, and charitable gift annuities within a centralized trust center environment. Administer charitable remainder trusts, charitable lead trusts, perpetually charitable trusts classified as private foundation and supporting organizations, and charitable investment accounts in a centralized trust center environment. Provides fiduciary oversight and handles moderate 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 complex philanthropic accounts of all types. Partners with relationship managers and sales specialists to develop new business, retain/expand current relationships and cross sell WM services. May communicate directly with clients, WF Partners and Centers of Influence as well as external resources i.e. accountants, attorneys, who are related to the clients’ accounts as part of day to day administration. Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate. May provide work direction.

Required Qualifications

  • 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
Desired Qualifications

  • Ability to review trust agreement documents and ensure bank compliance
  • Ability to take initiative and work independently with minimal supervision in a structured environment
  • Ability to work effectively in a team environment
  • Knowledge and understanding of estate, trust, or fiduciary administration
  • Knowledge and understanding of philanthropic concepts
  • Solid problem solving skills
  • Ability to interact with all levels of an organization
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • Strong analytical skills with high attention to detail and accuracy
Other Desired Qualifications
  • Established knowledge of all types of charitable entities, trust, fiduciary law, and federal regulations
  • Charitable Trust Administration experience
  • Experience working in a trust administration middle office
  • Relationship Management experience
  • Experience with trust applications: SEI, PGCalc, and Giftwrap
  • Experience running a planned giving program for a charitable organization
Disclaimer

  • All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.
    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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