Fiduciary Coordinator

About this role:

Wells Fargo is seeking a Fiduciary Coordinator. A person in this role will be expected to understand fiduciary concepts and principles and apply those concepts and principles to complete account reviews at a targeted level of accuracy and timeliness.  Completing account reviews will include conducting research using account documents as well as other applications, drawing conclusions from the research findings, and capturing the conclusions in the AAR system.  Any errors or irregularities are noted through the creation of an Open Item.

In this role, you will:

• Independently support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
• Develop and maintain an understanding of fiduciary concepts and principles, including trust accounting and elements of a trust
• Execute on client requests, including moderately complex money movement, investment implementation and ongoing account management
• Receive direction from supervisor and escalate non-routine or high-risk issues
• Develop and maintain an understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers
• Proactively identify fiduciary risk and suggest possible solutions
• Communicate independently with external clients and internal partners regarding client accounts

Required Qualifications:

• 1+ year of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in managing Trust, IRA, Risk Management, Custody or doing complex research
• Completed at least two (2) years of college education.
• Team player with the ability to collaborate effectively in a fast-paced work environment.
• Strong attention to details and possesses good communication skills.

Job Expectations:

• The Manila Team will support Trust Services by completing Administrative Account Reviews on Custody, Agency, Individual Retirement Account (IRA), Revocable Trust and Charitable Agency Accounts. The AAR Process does not involve customer interaction.
• The AAR system provides the guidance for the research using a series of questions, based on the account type. In addition, the person will compile a document package from the research to support the conclusions and responses in the AAR system. Continuous learning will be required via a variety of methodologies including formalized courses and on-the-job 
  training. 
• The successful hire must be amenable to observe a night shift schedule and work on an onsite set-up (Five NEO, Taguig).

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.