Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Wells Fargo seeks a Senior Real Estate Associate - Senior Fiduciary Coordinator in Wells Fargo Trust, part of Wealth and Investment Management. This role supports Real Estate Asset Managers in delivering advice, client acquisition, and relationship management, while also researching and resolving complex account issues and fulfilling real estate transactions, distributions, and compliance documentation.

Responsibilities

• Support the Real Estate Asset Managers in the development and delivery of advice, client acquisition and relationship management
• Research and resolve moderate to highly complex account issues
• Fulfill real estate related transactions, distributions and compliance documentation
• Identify and recommend opportunities for process improvement and risk control development
• Review risk management reports
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal and external customers

Requirements

• 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.
• Wealth management experience, preferred custom banking knowledge and client services
• Experience supporting and maintaining wealth credit portfolio management accounts
• Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
• Experience handling complex transactions on multiple systems
• Excellent verbal, written, and interpersonal communication skills
• Strong data entry and attention to detail skills
• Solid organizational, multi-tasking, and prioritizing skills
• Ability to develop and manage business relationships
• Solid problem-solving skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Strong analytical skills including analyzing complex data
• Ability to process complex transactions across multiple systems
• Knowledge CATools (Credit Analysis Tool), AFS, and Hogan
• Tableau experience
• Ability to take initiative and work independently with minimal supervision in a structured environment

Skills

• Administrative support
• Sales support
• Wealth management
• Custom banking knowledge
• Client services
• Wealth credit portfolio management
• Complex transaction handling
• Interpersonal communication
• Data entry
• Attention to detail
• Organizational skills
• Multi-tasking
• Prioritizing skills
• Business relationship management
• Problem-solving
• Computer system navigation
• Analytical skills
• Complex data analysis
• CATools
• AFS
• Hogan
• Tableau

Location

• 9908 Broadie Ln, Austin TX, 78748
• 401 Las Colinas W Bldg B, Irving TX, 75039
• 10999 W Interstate 10, San Antonio TX, 78230

Work Type

• Hybrid

Experience Level

• Senior

About the Company

• Wells Fargo is seeking a Senior Real Estate Associate - Senior Fiduciary Coordinator in Wells Fargo Trust as part of Wealth and Investment Management.
• At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do.
• Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
• Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services.
• These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.
• BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies.
• The section also provides support to the WIM Diverse Segments group, including WIM referral activity.
• Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: Personal trust services, Estate services, Philanthropic services, Closely held asset management, Real estate and loan asset management, Oil, gas and mineral management, Legacy trust services, Special needs trust services, Managed Individual Retirement Accounts (IRA).
• 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.

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.
• Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
• To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
• 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.