Wells Fargo

Job Category:

Banking/Mortgage

Location:

Minneapolis, Connecticut

Country:

United States

Approximate Salary:

Not Specified

Position Type:

Full Time

Phone:

415) 820-7800

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WM Senior Fiduciary Administrator 3 - Abbot Downing

Wells Fargo - Minneapolis, Connecticut

Posted: 07/5/2018

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.

Abbot Downing (AD) provides a distinct and focused client experience for the ultra-high net worth individuals and families with substantial assets typically defined as those with complex estate structures, advanced planning requirements and investable assets of $50 million. It has offices in 6 regions, a long operating history, and serves over 600 families. Teams are staffed with professionals experienced in all aspects of wealth management services including Asset Management, Planning and Family Dynamics, Private Banking and Trust, Fiduciary and Administrative Services. This position will support our AD clients by providing trust administration, investment management, and fiduciary services.

The WM Senior Fiduciary Administrator 3 on the Abbot Downing team administers the client account in order to create, expand and service AD 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 accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives, asset allocations. Communicates directly with clients, 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 AD professionals to identify and develop financial planning opportunities. Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate. May act as mentor or team leader to provide work direction.

Required Qualifications

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

  • Ability to exercise independent judgment to identify and resolve problems
  • Ability to review trust agreement documents and ensure bank compliance
  • Ability to work effectively in a team environment
  • Knowledge and understanding of High Net Worth (HNW) or Ultra High Net Worth (UHNW) clients: wealth management serving and advising
  • Ability to interact with all levels of an organization
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
Other Desired Qualifications
  • Strong knowledge and understanding of estate, trust, or fiduciary administration
  • Certified Trust and Financial Advisor (CTFA) or CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
  • A BS/BA degree or higher (such as MBA/JD/LLM) in business, management, law or trust and wealth management
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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