Senior Fiduciary Coordinator - Estate Services, Wells Fargo

Wells Fargo

Location:
United States, San Francisco

Category:
Banking

Contract Type:
Employment contract

Salary:

30.77 - 45.67 USD / Hour

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Job Description:

Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management, supporting fiduciary professionals to administer fiduciary relationships and implement client estate plans

Job Responsibility:

Support a team of fiduciary professionals to administer a book of fiduciary relationships
Implement client estate plans
Ensure client accounts are managed in accordance with sound fiduciary principles and applicable law
Develop and maintain proficient understanding of basic fiduciary concepts and principles
Develop and maintain in-depth knowledge in the use of Wells Fargo Trust systems
Articulate Wells Fargo Trust's processes to internal partners
Develop and maintain in-depth understanding of policies and procedures
Identify fiduciary risk and suggest possible solutions
Seek involvement with infrastructure-related projects to improve business operations, client service, and risk management
Independently communicate with internal partners regarding client accounts

Requirements:

4+ years of administrative or sales support experience
Ability to work effectively within a team and build strong working relationships
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure
Demonstrate a high level of organizational skills, including time and priority management
Collaborate effectively with relationship team members, client's advisors and other colleagues
Solutions-oriented and able to operate within a diverse, fast-paced environment
Strong communication skills

Nice to have:

Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
Solutions-oriented and able to operate within a diverse, fast-paced environment

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
September 12, 2025

Expiration:
September 15, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Fiduciary Coordinator - Estate Services