IFS Associate 2

Wells Fargo - Raleigh, NC3.8

Full-time
Job Description
At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and Consumer Banking. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.

Wells Fargo's Wealth Management Group (WMG) provides a wide variety of financial services to high net worth and ultra-high net worth clients. Within WMG, Investment and Fiduciary Services (IFS) provides those services in a fiduciary capacity such as trustee, executor or agent. In addition to managing IFS clients’ financial assets, like stocks and bonds, IFS also manages clients’ real estate assets. These assets range in type from single family homes, apartment buildings, retail and commercial properties, to industrial buildings, farms, ranches, and vacant land.

On a regular basis: Support Real Estate Asset Managers (AMs) with their asset management, property management, and client relationship management duties. Support AM’s with their real estate transactional activities such as sales, acquisitions, exchanges and leasing. Generate and monitor compliance reports. Process monthly reports from third party property managers. Process financial transactions related to the real estate transactional activities noted above.

On a daily basis: Resolve customer service issues both internally and externally. Prepare preliminary client correspondence and presentation materials. Process accounts payable and accounts receivable transactions. Communicate with external vendors regarding client service requests. Provide basic administrative support to the AM’s such as phone coverage, calendar maintenance and email communication.

This position will be located in Raleigh, NC. At times of heavy workload, may support other offsite offices on a temporary basis. Periodic travel may be required. Candidate must be able to travel to and ambulate through both ADA and non-ADA compliant environments such as, but not limited to, clients’ private residences.

Candidate must have their own car or the ability to rent a car at employer expense and through an employer-approved vendor, for possible employer-approved travel; personal car use will be reimbursed by the employer pursuant to employer guidelines.

Candidate must be able to lift (up to 6 feet above floor level) and move (up to 20 lateral feet) objects that are equivalent in size and weight to banker boxes. Banker boxes are approximately 18”x 18” x 24” and can weigh up to 30-40 lbs.

Required Qualifications

2+ years of administrative experience, sales support experience, or a combination of both

Desired Qualifications

A BS/BA degree or higher in accounting, finance, or economics
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Knowledge and understanding of financial services industry
Knowledge and understanding of wealth and investment management

Disclaimer

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.