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Senior Tangible Personal Property Specialist (Senior Fiduciary Specialist)

Company: Wells Fargo
Location: Scottsdale
Posted on: November 26, 2022

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at In this role, you will:

  • Set up, administer, terminate and distribute complex accounts of all types
  • 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 The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations. This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts. 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:
      • Knowledge and understanding of Federal and State probate, trust and tax laws
      • 4+ years of experience in one or a combination of the following: financial services, trust or legal
      • 2+ years of experience in one or a combination of the following: estate planning, estate tax, or fiduciary administration
      • Public Accountant, A Juris Doctor (JD) degree or a Legum Magister (LLM) degree in Tax designations
      • CTFA - Certified Trust And Financial Advisor, CFP-Certified Financial Planner, CPA-Certified
      • Ability to interact with all levels of an organization
      • Excellent verbal, written, and interpersonal communication skills
      • 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
      • Trust experience
      • Fiduciary experience
      • Estate Settlement experience
      • Personal Trust experience
        • Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment
          • Experience in a client facing environment
            • Ability to travel up to 75% of the time
            • Ability to work nights, weekends, and/or holidays as needed or scheduled
              • Candidate must be able to travel to and ambulate through both ADA and non-ADA compliant environments such as, but not limited to, clients' private residences. Pay Range $73,100.00 - $129,900.00 Annual Benefits
                • Information about Wells Fargo's employee benefits We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Keywords: Wells Fargo, Scottsdale , Senior Tangible Personal Property Specialist (Senior Fiduciary Specialist), Accounting, Auditing , Scottsdale, Arizona

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