Senior Trust Associate – Senior Fiduciary Coordinator Position Available In Forsyth, North Carolina
Tallo's Job Summary: This job listing in Forsyth - NC has been recently added. Tallo will add a summary here for this job shortly.
Job Description
strongAbot ths roe: /strongbrbrWes Fargo s seekng a Senor Trst Assocate – Senor Fdcary Coordnator n Trst Cent & Advsor Servces as part of Weath and nvestment Management. earn more abot the career areas and nes of bsness at wesfargojobs.com brbrAt Wes Fargo, we are ookng for taented peope who w pt or cstomers at the center of everythng we do. We are seekng canddates who embrace dversty, eqty and ncson n a workpace where everyone fees vaed and nspred.brbrHep s bd a better Wes Fargo. t a begns wth otstandng taent. t a begns wth yo.brbrstrongBankng, endng, & Trst (B&T)/strong nocks access to Wes Fargo Bank prodcts and servces to hgh-net-worth and tra-hgh-net-worth ndvdas and fames based on needs reated to bankng, cstom endng, and trst servces. These bank specasts everage resorces, vaabe research, reatonshps, cstom sotons, and hghy tned strateges to address cents’ nqe needs and aspratons.brbrB&T frther provdes gdance on a varety of bankng and fdcary topcs ncdng nvestment management, genera trst admnstraton, specaty trsts, cstody, tax, specaty assets, regatory, prvacy, ecommerce, depost reatonshp and strategy, and bsness strateges. The secton aso provdes spport to the WM Dverse Segments grop, ncdng WM referra actvty.brbrstrongTrst Servces /strongTrst advsors dscss the needs of HNW and HNW cents and provde personazed advce and weath and asset management servces, ncdng:brbr Persona trst servces.brbr Estate servces.brbr Phanthropc servces.brbr Cosey hed asset management.brbr Rea estate and oan asset management.brbr O, gas and mnera management.brbr egacy trst servces.brbr Speca needs trst servces.brbr Managed ndvda Retrement Acconts (RA).brbrstrongn ths roe, yo w:/strongSpport a team of fdcary professonas to admnster a book of fdcary reatonshps, ncdng mpementng cent estate pans, and ensrng cent acconts are managed n accordance wth sond fdcary prncpes and appcabe aw./Deveop and mantan a profcent nderstandng of basc fdcary concepts and prncpes, ncdng trst accontng and eements of a trst./Execte on cent reqests, ncdng money movement, nvestment mpementaton and ongong accont management./Deveop and mantan an n-depth knowedge n the se of Wes Fargo Trst systems./Artcate Wes Fargo Trst’s processes to nterna partners./Deveop and mantan an n-depth nderstandng of poces and procedres ncdng, bt not mted to, payments, accont openngs and cosngs, and asset transfers./Demonstrate a hgh eve of organzatona sks, ncdng tme and prorty management./Dever hgh-qaty work-prodct wthn stated deadnes./dentfy fdcary rsk and sggest possbe sotons./Seek nvovement wth nfrastrctre-reated projects to mprove Wes Fargo Trst’s bsness operatons, cent servce, and rsk management./ndependenty commncate wth nterna partners regardng cent acconts.//strong
Reqred Qafcatons:
/strong4+ years of admnstratve or saes spport experence, or eqvaent demonstrated throgh one or a combnaton of the foowng: work experence, tranng, mtary experence, edcaton.//strong
Desred Qafcatons:
/strongAbty to work effectvey wthn a team and bd strong workng reatonshps across bsness channes and at a eves of management./Demonstrate a hgh eve of organzatona sks, ncdng tme and prorty management./Coaborate effectvey wth reatonshp team members, cent’s advsors and other coeages./Sotons-orented and abe to operate wthn a dverse, fast-paced envronment./Strong commncaton sks.
//strongJob ocaton:
/strong100 N Man St, Wnston Saem, NC 27101//strongstrong
Job Expectatons:
/strong/strongThs poston offers a hybrd work schede/Ths poston s not egbe for Vsa sponsorshp//strong
Postng End Date:
/strong br30 Jn 2025br strong•Job postng may come down eary de to vome of appcants./strong brbrstrongWe Vae Eqa Opportnty/strongbrbrWes Fargo s an eqa opportnty empoyer. A qafed appcants w receve consderaton for empoyment wthot regard to race, coor, regon, sex, sexa orentaton, gender dentty, natona orgn, dsabty, stats as a protected veteran, or any other egay protected characterstc.brbrEmpoyees spport or focs on bdng strong cstomer reatonshps baanced wth a strong rsk mtgatng and compance-drven ctre whch frmy estabshes those dscpnes as crtca to the sccess of or cstomers and company. They are accontabe for execton of a appcabe rsk programs (Credt, Market, Fnanca Crmes, Operatona, Regatory Compance), whch ncdes effectvey foowng and adherng to appcabe Wes Fargo poces and procedres, appropratey ffng rsk and compance obgatons, tmey and effectve escaaton and remedaton of sses, and makng sond rsk decsons. There s emphass on proactve montorng, governance, rsk dentfcaton and escaaton, as we as makng sond rsk decsons commensrate wth the bsness nt’s rsk appette and a rsk and compance program reqrements.brbrCanddates appyng to job openngs posted n
Canada:
Appcatons for empoyment are encoraged from a qafed canddates, ncdng women, persons wth dsabtes, aborgna peopes and vsbe mnortes. Accommodaton for appcants wth dsabtes s avaabe pon reqest n connecton wth the recrtment process.brbrstrongAppcants wth Dsabtes/strongbrbrTo reqest a medca accommodaton drng the appcaton or ntervew process, vst Dsabty ncson at Wes Fargo .brbrstrongDrg and Acoho Pocy/strongbrbrWes Fargo mantans a drg free workpace. Pease see or Drg and Acoho Pocy to earn more.brbrstrong
Wes Fargo Recrtment and Hrng Reqrements:
/strongbrbra. Thrd-Party recordngs are prohbted ness athorzed by Wes Fargo.brbrb. Wes Fargo reqres yo to drecty represent yor own experences drng the recrtng and hrng process.brbr