WM TRUST ADMINISTRATOR 2 - Estate Administration
Location: Austin, Texas
Description: Wells Fargo is employing WM TRUST ADMINISTRATOR 2 - Estate Administration right now, this position will be ordered in Texas. For complete informations about this position opportunity kindly see the descriptions. Job Title:
WM TRUST ADMINISTRATOR 2 - Estate Administration
Requisition Number:
3753287
Schedule Type:
Regular
Work Hours:
40.00
Telecommute Option:
Not Indicated
TX-Austin
Location:
Job Description
Estate administrator: Assists with the termination and final distribution of a variety of types of accounts, including trust and estate accounts. Administers probate estates and trusts following the death of an existing Wells Fargo client, or upon the appointment of Wells Fargo as a personal representative of a probate estate. Ensures compliance with state and federal laws and procedures applicable to the administration of a probate estate or a trust following the death of the beneficiary or decedent . Assists with final distribution of assets and final termination of accounts. Assists team members and other Wells Fargo partners with the management of relationships with clients, beneficiaries, and their families. Communicates directly with clients, WF Partners and Centers of Influence as well as external r! esources, such as accountants, attorneys, and other profession! als, who are involved in the accounts as part of day to day administration. When appropriate, partners with other WMG professionals to develop additional business and to retain existing business.
Basic Qualifications
3+ years financial, trust, or legal industry experience and/or equivalent education
Minimum Qualifications
Strong communication skills both verbally and in writing to internal partners or external clients.
Experience utilizing analytical and proactive problem solving skills, time management skills, organizational skills, and attention to detail.
Ability to work independently and apply sound judgment.
Good interpersonal skills with the ability to create and sustain partnerships.
Proficient in using a PC.
Preferred Skills
BA/BS in business.
In process of working toward CTFA, CFP, CPA or similar designation.
Specific experience with the administration of est! ates.
Experience working in a team environment.
Established working knowledge of trust, fiduciary law and federal regulations.
Relationship management experience.
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If you were eligible to this position, please send us your resume, with salary requirements and a resume to Wells Fargo.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position starts available on: Thu, 30 May 2013 18:39:03 GMT
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