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Senior Fiduciary Coordinator

Company: Wells Fargo
Location: Roseville
Posted on: August 7, 2022

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.About this role: Wells Fargo is seeking a Senior Fiduciary Coordinator to support Real Estate Asset Management Services within its Wealth & Investment Management division . Learn more about our career areas and lines of business at In this role, you will:

  • 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 customersRequired Qualifications
    • 4+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:
      • Experience in a support role within an institutional real estate investment environment or banking and trust environment
      • Excellent verbal, written, and interpersonal communication skills
      • Ability to organize and manage multiple priorities
      • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
      • Strong attention to detail and accuracy skills
      • Ability to quickly learn and develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services
      • Basic knowledge of commercial real estate management and transactional support (i.e. property management, profit and loss statements, balance sheets, purchases, sales, leasing, etc.)
      • Experience in handling property/casualty insurance, claims, obtaining replacement cost valuations
      • Energetic, positive/can do attitude, self-starter, strong work ethic and desire to learn, drive to see tasks through to completion
      • Extensive experience working with clients and/or vendors
      • Presentation preparation
      • Calendar maintenance We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 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.

Keywords: Wells Fargo, Roseville , Senior Fiduciary Coordinator, Other , Roseville, California

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