• Wm Sr Trust Administrator 3 - Estate Settlement Administrati

    Company: Wells Fargo

    Location: Austin, TX

    Date Posted: December 08, 2013

    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...

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