Wells fargo

Overview

Wells Fargo is seeking an Associate Fiduciary Specialist– International to support the administration and servicing of managed Individual Retirement Accounts, responsible for processing IRA transactions and account-maintenance requests accurately and timely while managing fiduciary, operational, regulatory, and client-service risks.

About Wells fargo

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking

Requirements & Eligibility

• 6+ months of Fiduciary Products experience, or equivalent demonstrated through work experience, training, military experience and education

Key Responsibilities

• Coordinate and oversee low to moderate non-discretionary administrative tasks for Trust accounts
• Execute on basic client requests, including money movement, gifting, pledging, repapering, statements, tax documentation, distribution and name and address changes
• Build a strong understanding of fiduciary concepts and principles
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts
• Develop an ability to identify fiduciary risk and escalate appropriately
• Develop knowledge of investment strategies, objectives, and asset allocations
• Set up, administer, terminate, and distribute moderately complex accounts of all types