About this role:

Wells Fargo is seeking a Senior Philanthropic Associate in Wealth and Investment Management as part of Banking, Lending and Trust. Learn more about the career areas and business divisions at wellsfargojobs.com. 

In this role, you will:

• Proactively support Sr. Philanthropic Advisor(s) in the day-to-day management of accounts, including: Money movement, overdrafts, routine account maintenance, onboarding submissions for additional accounts for existing clients, account closing and fee discontinuation submissions, prepare, send and track receipt of routine forms and information requests, monitor accounts for sufficient liquidity for upcoming fees, taxes and distributions and, if needed, contact the Portfolio Manager to raise cash
• Demonstrate responsiveness, accuracy, clarity and professionalism when communicating with internal and external parties
• Work with a sense of urgency, take ownership over assigned tasks and provide frequent status updates, as appropriate
• Demonstrate a high level of organization, including time and priority management skills
• Understand and efficiently execute all processes, procedures, regulatory requirements and risk mitigation activities
• Interface with all firm-based systems used by Trust Services
• Understand and adhere to Wells Fargo policies and procedures, including complaint management, issue management and escalation policies
• Partner with the Middle Office, WIM Operations and CRG Partners on KYC updates, maintenance and completion
• Partner with colleagues, internal partners and stakeholders to foster a sense of trust and reliability
• Support Sr. Philanthropic Advisor(s) in partnering and collaborating with other members of the relationship team to ensure a coordinated client experience
• Assist Sr. Philanthropic Advisor(s) in preparing materials to deliver “trust acumen’ education to internal partners
• Proactively communicate with colleagues and internal partners regarding items impacting client accounts
• Serve as a technical resource for the team
• Proactively seek out and engage with both formal and informal mentors, and serve as a mentor to junior members of the team

Required Qualifications:

• 2+ years 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:

• Knowledge and understanding of estate, trust, or fiduciary administration 
• Knowledge and understanding of philanthropic concepts
• Knowledge and understanding of fiduciary law and federal regulations
• Excellent verbal, written, and interpersonal communication skills
• Ability to interact with all levels of an organization
• Demonstrate a high level of organizational skills, including time and priority management.
• Collaborate effectively with relationship team members, client’s advisors and other colleagues.
• Solutions-oriented and able to operate within a diverse, fast-paced environment.
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Experience in a client facing environment
• Customer service experience
• Administrative support experience
• Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems), Client Link

Job Expectations

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship.

Pay Range
 

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.

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.