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.

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.

Pay Range
 

Posting End Date:

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