In this role, you will:

• Proactively support Philanthropic team 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 Philanthropic team in partnering and collaborating with other members of the relationship team to ensure a coordinated client experience
• Assist Philanthropic team 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, client92s 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 Trust accounting platforms and Salesforce

Job Expectations

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

Job Location:

3059 Townsgate Rd., WESTLAKE VILLAGE, CA

Salary Range:

WESTLAKE VILLAGE, CA Pay range $34.62 - $52.40 Hourly

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.

Posting End Date:

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