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For your reference, we have included the original job posting below.
Tc Sr Trust Administrator 3
Job Number:
43721019
Company Name:
Wells Fargo
Job Location:
WINSTON SALEM, NC US
Job Category:
Accounting & Finance
Tc Sr Trust Administrator 3
Administers the client account in order to create, expand and service WM relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Partners with WM professionals to identify and develop financial planning opportunities. May communicate directly with clients, WF Partners and Centers of Influence as well as external resources i.e. accountants, attorneys, who are related to the clients accounts as part of day to day administration. Analyzes trust/financial information, reacts accordingly and reprioritizes as appropriate. May act as mentor or team leader to provide work direction.
Basic Qualifications: 5+ years financial, trust, or legal industry experience and equivalent education
Minimum Qualifications: 5+ years experience in the financial services industry, preferably trust, and/or equivalent education. Established knowledge of trust, fiduciary law and federal regulations. Excellent communication skills, both verbal and written. Strong organizational and time management skills. Strong attention to detail with ability to follow established processes and procedures. Strong analytical and proactive problem solving skills with complex issues. Strong interpersonal skills with the ability to create and sustain partnerships. Proficient in the use of personal computers. Ability to work independently and make timely decisions that demonstrate sound rationale, experience and judgment.
Preferred Skills: BA/BS in business preferred. Graduate degree: MBA or JD preferred. CTFA, CFP or similar industry designation. Experience working in a team environment. Experience leading a team or directing the daily work of others. Relationship management experience.
