Senior Securities Operations Specialist - Wells Fargo : Job Details

Coordinate with business partners regarding investment management issues. Review and setup agency, custody, IRA and trust accounts to ensure compliance with internal company requirements and/or government regulations. Conduct post-opening reviews for recently opened accounts. Identify issues and research across jurisdictions. Review and analyze large, complex business trust asset portfolio challenges that require an in-depth evaluation of variable factors. Review probate and trust estates following the death of an existing Wells Fargo client. Oversee complex, unique needs of estates and trusts during the death settlement process. Resolve moderately complex trust asset portfolio issues and lead Fiduciary team to meet servicing deliverables. 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 res...Operations Specialist, Operations, Specialist, Senior, Client Relations, Business Partner, Manufacturing, Banking