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Wells Fargo
PHILADELPHIA, PA; 110432-PA-Two Logan Square; WINSTON SALEM, NC; ATLANTA, GA; LEBANON, PA; CHARLOTTE, NC; MCLEAN, VA; RICHMOND, VA
Source: Wells Fargo careers · View original posting
From Wells Fargo's posting. “We” and “our” refer to the employer.
Wells Fargo is seeking a Senior Tangible Personal Property Specialist in Trust Services as part of Wealth and Investment Management with Banking, Lending and Trust. Learn more about the career areas and lines of business at wellsfargojobs.com
Partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand business
Communicate directly with clients, Wells Fargo partners and centers of influence as well as external resources i.e., accountants, attorneys, who are related to the client's accounts as part of day-to-day administration
Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
100 N 18th St., PHILADELPHIA, PA
This position travels 75% percent of the time. Work may be required nights and weekends.
The Tangible Personal Property Specialist manages the proactive delivery and oversight of death settlement services related to securing property, asset collection and valuation, and delivery or sale of property for estates and death settlement accounts. Travel by both airplane and/or automobile required to secure and marshal personal property assets located in the decedent's residence, safe deposit box or other locations.
This position is seen as a subject matter expert for tangible property and provides direct interaction with co-fiduciaries, centers of influence, beneficiaries, vendors and bank partners in a professional and empathetic manner. Administers the client account in order to create, expand and service Estate Services relationships while managing the risk of those accounts.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$77,000.00 - $145,000.00
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