Business Accountability Specialist

at  Wells Fargo

Winston-Salem, North Carolina, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate23 Dec, 2024Not Specified27 Sep, 2024N/AExcel,Microsoft Office,Business Operations,Communication Skills,Financial Statements,Tax Preparation,Outlook,Analytical Skills,Investment Management,Teams,Powerpoint,TrainingNoNo
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Description:

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.

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Required Qualifications:

  • 2+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

  • Experience with wealth and investment management (trust and fiduciary)
  • Experience with fiduciary tax administration
  • Trust services industry experience
  • Certified Public Accountant (CPA) with fiduciary tax experience
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Accounting background with experience reviewing entity financial statements and trust and entity income tax preparation
  • Ability to review trust agreement documents and ensure bank compliance
  • Intermediate Microsoft Office (Teams, Word, Excel, Outlook, PowerPoint)
  • Experience with the Fiduciary Platform (SEI Trust 3000) and the surround systems used to perform routine reviews (Trust Gateway)
  • Strong attention to detail and accuracy skills
  • Ability to analyze business financial statements
  • Experience bringing issues to closure in a decisive manner despite potential obstacles within a complex environment
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to assess current processes/procedures and make recommendations for efficiency
  • Experience developing partnerships and collaborating with other business and functional areas
  • Experience resolving and working through escalated and complex issues
  • Excellent verbal, written, and interpersonal communication skills
  • Good analytical skills with high attention to detail and accurac

Responsibilities:

Wells Fargo is seeking a Business Accountability Specialist in Trust Services, part of Banking, Lending, and Trust, to be part of the centralized Entity Receipts team. The position is part of Wealth and Investment Management and you can learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

  • Work in a collaborative team environment, including coordination with the Trust Services Entity Receipts Team Lead and process Subject Matter Experts (SMEs)
  • Review trust documentation, transactions, and financial statements to execute reviews of entity receipts and trust portfolio allocation analysis
  • Manage flow of information through process, including review and validation of progress statuses, tracking potential account/asset coding issues and resolution, tracking and follow up on aging items, and weekly reporting on review population
  • Serve as subject matter experts on the Trust Services Entity Receipts process, including maintaining review process procedures, owning identification of procedure updates or potential process improvements, and assist in developing trainings for other process stakeholders
  • Present concise and well-articulated findings and recommendations, including rationale, to facilitate resolution of identified matters; exercise independent judgment while developing expertise in the risk mitigation or control activities of the business
  • Collaborate and consult with colleagues, internal partners, and other business stakeholders to provide feedback, credibly challenge issues, and calibrate, as needed, to ensure alignment, consistency, and accuracy across groups

Required Qualifications:

  • 2+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Experience with wealth and investment management (trust and fiduciary)
  • Experience with fiduciary tax administration
  • Trust services industry experience
  • Certified Public Accountant (CPA) with fiduciary tax experience
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Accounting background with experience reviewing entity financial statements and trust and entity income tax preparation
  • Ability to review trust agreement documents and ensure bank compliance
  • Intermediate Microsoft Office (Teams, Word, Excel, Outlook, PowerPoint)
  • Experience with the Fiduciary Platform (SEI Trust 3000) and the surround systems used to perform routine reviews (Trust Gateway)
  • Strong attention to detail and accuracy skills
  • Ability to analyze business financial statements
  • Experience bringing issues to closure in a decisive manner despite potential obstacles within a complex environment
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to assess current processes/procedures and make recommendations for efficiency
  • Experience developing partnerships and collaborating with other business and functional areas
  • Experience resolving and working through escalated and complex issues
  • Excellent verbal, written, and interpersonal communication skills
  • Good analytical skills with high attention to detail and accuracy


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Business Analytics

Graduate

Proficient

1

Winston-Salem, NC, USA