Senior Tangible Personal Property Advisor - Senior Fiduciary Specialist

Senior Tangible Personal Property Specialist

Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management with Banking, Lending and Trust. Learn more about the career areas and lines of business at wellsfargojobs.com

In this role, you will:

• Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business
• Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration
• Analyze trust/financial information, react accordingly and re-prioritize if appropriate
• May act as a mentor
• Oversee complex, unique needs of estates and trusts during the death settlement process
• Assist in the management of probate and trust estates following the death of an existing Wells Fargo client
• Identify issues and research across jurisdictions
• Create, enhance, and expand customer relationships
• Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

• 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 4+ years of experience in one or a combination of the following: financial services, trust, estate settlement or legal
• 2+ years of experience in one or a combination of the following: estate planning, estate tax or fiduciary administration
• Knowledge and understanding of Federal and State probate, trust and tax laws
• Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations
• CTFA - Certified Trust, Financial Advisor, CFP-Certified Financial Planner, or CPA-Certified
• Fiduciary experience with trust (personal)
• Ability to interact with all levels of an organization
• Excellent verbal, written, and interpersonal communication skills
• Intermediate MS Office (Teams, Outlook, Word, Excel, PowerPoint)
• Strong analytical skills with high attention to detail and accuracy
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to work effectively, as well as independently, in a team environment
• Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment
• Experience in a client facing environment

Job Locations:

100 N 18th St., PHILADELPHIA, PA

Job Expectations:

• This position travels 75% percent of the time. Work may be required nights and weekends.

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$77,000.00 - $145,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

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.