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Paralegal 2 - Private Wealth Management/Wealth Client Solutions Section

Company: Wells Fargo Bank
Location: Rockford
Posted on: February 16, 2020

Job Description:

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 prior to 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 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.

The Law Department supports the vision, values & goals of Wells Fargo by providing expert, creative, cost-effective, and timely advice and services to all Wells Fargo businesses and support functions. We operate in accordance with the highest standards of judgment, integrity, and ethical leadership to find creative solutions that best serve our customers, prudently manage risks, and contribute to Wells Fargo?s enterprise success.

Paralegal will become a member of the Private Wealth Management/Wealth Client Solutions Section within the Consumer, Payments and Wealth Division of the Legal Department, providing legal support and guidance associated with personal trust and estate administration, fiduciary investment management activities, and general fiduciary law.? Candidate should be able to work independently on complex assignments, demonstrate flexibility to handle a wide variety of tasks and should excel in organization and time management.? Specific responsibilities include research and assistance with matters involving trusts, estates, guardianships, custodians, fiduciary investment management activities, powers of attorney, and legal process, with the ability to identify specific as well as broad, underlying issues in these areas.? Paralegal will also be responsible for reviewing/updating related matrices, as well as other tasks as needed, including research of statutes and regulations.

Required Qualifications

--- 3+ years of paralegal experience

Desired Qualifications

--- Excellent verbal, written, and interpersonal communication skills
--- Strong analytical skills with high attention to detail and accuracy
--- Strong organizational, multi tasking, and prioritizing skills
--- Strong research skills
--- Ability to work in a fast-paced deadline driven environment
--- Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
--- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Other Desired Qualifications

? Trust and estate administration, estate planning or similar fiduciary experience
? Experience working with colleagues in different geographic locations

Job Expectations

--- Paralegal certification may be required in some states

Street Address

MN-Minneapolis: 90 S 7th St - Minneapolis, MN
NC-Charlotte: 301 S College St - Charlotte, NC


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.

Keywords: Wells Fargo Bank, Minneapolis , Paralegal 2 - Private Wealth Management/Wealth Client Solutions Section, Executive , Rockford, Minnesota

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