Senior Fiduciary Coordinator - Senior Trust Associate, Wells Fargo

Wells Fargo

Location:
United States, Sioux Falls

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management at Wells Fargo, supporting high-net-worth and ultra-high-net-worth individuals and families with banking, custom lending, and trust services.

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
Execute on client requests, including money movement, investment implementation and ongoing account management
Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems
Articulate Wells Fargo Trust's processes to internal partners
Develop and maintain an 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
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:

Solutions-oriented approach
Ability to operate within a diverse, fast-paced environment

Additional Information:

Job Posted:
September 06, 2025

Expiration:
September 08, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Fiduciary Coordinator - Senior Trust Associate