Sr Trust Admin 4

Job Description: Lead the west valley trust team at the direction of the Regional Trust Manager. Accountable for the performance of the team including growth, client retention, profit management and risk management. Responsible for developing new wealth management clients, delivering exception service to the clients and administering moderately complex estate and personal trust accounts. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to meet satisfactory audits and service standards. Provides fiduciary oversight and answers moderately complex questions regarding trust taxability, document interpretation and fiduciary risk management. Partners with other Wealth Management professionals to develop and expand business. Communicates 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. Minimum Qualifications: 8+ yrs experience in the financial services industry, preferably trust, and/or equivalent education. Extensive knowledge of trust, fiduciary law and federal regulations. How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANT_NW/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_HM_PRE&Action=A&SiteID=1&Opening=3243987 We do not acknowledge the Online Application.WELLS FARGO IS AN AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY EMPLOYER M/F/D/V. Email this job |