Senior Trust Associate - Senior Fiduciary Coordinator, Wells Fargo

Senior Trust Associate - Senior Fiduciary Coordinator

Wells Fargo

Location:
United States, Winston Salem

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. This role supports fiduciary professionals to administer fiduciary relationships, implement client estate plans, and ensure accounts are managed according to fiduciary principles and applicable law.

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 Wells Fargo Trust's business operations, client service, and risk management
Independently communicate with internal partners regarding client accounts

Requirements:

4+ years of administrative or sales support experience, or equivalent demonstrated through work experience, training, military experience, education
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
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

Additional Information:

Job Posted:
August 24, 2025

Expiration:
September 02, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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