Sr Trust Admin 3

Job Description: Works directly with Trust Clients to create, enhance, and expand their Private Client Services experience. Works to develop new business and expand current relationships by partnering with sales professionals and by developing center of influence relationships. In addition, sets up and administers the most complex estate and personal trust accounts; reviews and interprets wills or trust agreements; confers with customers regarding establishment, administration and operation of trust; works with investment manager to value assets and develop investment strategy; ensures execution of investment strategy; ensures proper administration; confers with attorneys, accountants, beneficiaries, etc. to resolve issues; anticipates and controls risk through products or process to meet customer needs; liquidates assets and distributes interests upon termination of trust.


Minimum Qualifications: Bachelor's Degree or equivalent; Minimum 5 years personal trust or relevant experience; proven ability to attract and retain business; excellent communication and presentation skills.


Preferred Skills: JD, CTFA, CFP, CPA


How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANT_NW/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_HM_PRE&Action=A&SiteID=1&Opening=3063890 We do not acknowledge the Monster.com Online Application.


WELLS FARGO IS AN AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY EMPLOYER M/F/D/V.