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IFS Fiduciary Oversight and Consulting - Business Support Consultant 2

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.
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.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

o Building enduring client relationships through sound, thoughtful, and objective advice
o Developing individualized plans for clients to help meet their financial objectives
o Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o Wells Fargo Private Bank serves high-net-worth individuals and families.
o Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
o Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

This position on the Investment and Fiduciary Services (IFS) Fiduciary Oversight and Consulting team is responsible for the day-to-day front line risk management support for the Trust Services product within Banking, Lending and Trust (BL&T) in the East region, including markets in Virginia, Washington, D.C., Maryland, Delaware, Pennsylvania, New Jersey, New York, Connecticut and Massachusetts.

Key Responsibilities include:
• Ensuring satisfactory risk management via compliance with IFS policies and procedures by:
  - Completing all Internal Controls each month required by Risk Management.
  - Monitoring reports as required (e.g., Overdrafts, Cash & Position Escalations, Delinquent & Charged-off Fees, Outstanding Checks).
  - Coordinating compliance, risk management & operations testing and projects as needed. 
  - Evaluating the level of compliance with policies and procedures via local inspection and using Internal Controls.
• Ensuring fees are correctly charged by:
  - Monitoring new account fee set-ups and invoices payable.
  - Providing support for fee modifications, transitions, and implementation on new accounts.
• Monitoring system access, additions, changes and deletions for timely processing.
• Completing management reporting of losses and review all loss reports.
• Providing operational and risk management advice to help ensure all field offices operate in the most efficient manner possible.
• Actively communicating and training office staff to ensure that all new and revised policies and procedures are followed. 
• Identifying and communicating operational/risk/compliance issues and assists staff by answering questions, researching problems; proposing and implementing appropriate solutions promptly.
• Assisting with new hire on-boarding and training as needed.
• Exhibiting strong team-building skills by working regularly with other Business Support Consultants, IFS Associates, Trust Advisors, Investment Strategists, and other WIM partners. 
• Building solid relationships with peers and acting as a resource for others whenever appropriate.
• Promoting morale and pride in Wells Fargo, and working as a team by maintaining a positive attitude and behaving professionally, cooperatively, and in a constructive manner with all members of the team. 
• Prioritizing work and managing time effectively.

Required Qualifications

  • 4+ year of experience in one or a combination of the following: administrative support, project management, implementation, business operations or strategic planning in financial services demonstrated through work or military experience

Desired Qualifications

  • Ability to articulate complex concepts in a clear manner
  • Ability to interact with all levels of an organization
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • Strong analytical skills with high attention to detail and accuracy

Other Desired Qualifications
  • Intermediate knowledge of investment and fiduciary terminology, concepts and principles

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

VA-Richmond: Min: $65,700 Mid: $92,500 Max: $119,300

Street Address

VA-Richmond: 1021 E Cary St - Richmond, VA


    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.

    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary


Visit for benefits information.

Wells Fargo
Full time
Salary Range
$64,000.00 - 90,000.00
per Year
Salary range estimated by
Radnor, PA 19087, US