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Tangible Personal Property Specialist

Company: Wells Fargo
Location: San Diego
Posted on: November 23, 2021

Job Description:

Job DescriptionImportant 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:

  • Building enduring client relationships through sound, thoughtful, and objective advice
  • Developing individualized plans for clients to help meet their financial objectives
  • Helping clients build, manage, preserve, and transition their financial resources and wealthWIM serves clients through the following businesses:
    • Wells Fargo Private Bank serves high-net-worth individuals and families.
    • 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.--
    • 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.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.--Responsibilities may include:--
      • Set up, administer, terminate and distribute complex accounts of all types
      • Partner with field investment managers and other 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
      • Analyze trust/financial information, react accordingly and re-prioritize if appropriate
      • May act as a mentorCandidate 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.--Extensive travel required - approximately 90%.** --"Salary range is determined by the location of the job"** Internal salary information from internal posting viewThe salary range displayed below is based on a Full-time 40 hour a week schedule.NV-Las Vegas: Min: $62,500 Mid: $88,000 Max: $113,500NV-Reno: Min: $62,500 Mid: $88,000 Max: $113,500AZ-Scottsdale: Min: $62,500 Mid: $88,000 Max: $113,500CA-San Diego: Min: $68,700 Mid: $96,800 Max: $124,900CA-Irvine: Min: $68,700 Mid: $96,800 Max: $124,900CA-LA-Downtown Los Angeles: Min: $68,700 Mid: $96,800 Max: $124,900MN-Minneapolis: Min: $62,500 Mid: $88,000 Max: $113,500UT-Salt Lake City: Min: $62,500 Mid: $88,000 Max: $113,500WA-Seattle: Min: $75,000 Mid: $105,600 Max: $136,200** May be considered for a discretionary bonusRequired Qualifications
        • 6+ years of experience in one or a combination of the following: financial services, trust or legal
        • 2+ years of experience in one or a combination of the following: estate planning, estate tax, or fiduciary administrationDesired Qualifications
          • Ability to interact with all levels of an organization
          • Excellent verbal, written, and interpersonal communication skills
          • Strong analytical skills with high attention to detail and accuracy
          • CTFA Certified Trust And Financial Advisor, CFP-Certified Financial Planner, CPA-Certified Public Accountant, A Juris Doctor (JD) degree or A Legum Magister (LLM) degree in Tax designations
          • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
          • Ability to work effectively, as well as independently, in a team environment
          • Trust experience
          • Fiduciary experienceOther Desired Qualifications
            • Estate Settlement experience
            • Personal Trust experience
            • Ability to make timely decisions in complex situations that demonstrate sound rationale, experience and judgment
            • Experience in a client facing environmentJob Expectations
              • Ability to travel up to 90% of the time
              • Ability to work nights, weekends, and/or holidays as needed or scheduled
              • Ability to lift 40+ poundsDisclaimer
                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 SummaryBenefits--Visit https://www.wellsfargo.com/about/careers/benefits--for benefits information.

Keywords: Wells Fargo, San Diego , Tangible Personal Property Specialist, Accounting, Auditing , San Diego, California

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