Fiduciary Specialist, Wells Fargo

Fiduciary Specialist

Wells Fargo

Location:
Philippines, Taguig City

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Associate Fiduciary Specialist role. This role involves working with a team of fiduciary professionals to administer fiduciary relationships, executing client requests, developing knowledge of internal policies, and identifying fiduciary risks. The position is located in Taguig City, Philippines, and requires onsite reporting and working US hours.

Job Responsibility:

Work with a team of fiduciary professionals to administer a book of low complexity fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable laws
Execute on basic client requests, including money movement, investment implementation, and account management
Build a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards, and prudent investing
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts
Develop an ability to identify fiduciary risk and escalate appropriately

Requirements:

6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
Strong Communication and Excellent Customer Service Skills
Preferred background or knowledge on US Trust Agency Account
Amenable to onsite reporting in Five/Neo Building BGC Taguig City
Role will be required to work in US hours covering US time zones (Eastern, Central, Mountain and Pacific time zones)

Additional Information:

Job Posted:
September 30, 2025

Expiration:
October 03, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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