Senior Trust Associate - Senior Fiduciary Coordinator, Wells Fargo

Wells Fargo

Location:
United States, Long Beach

Category:
Banking

Contract Type:
Employment contract

Salary:

25.43 - 45.24 USD / Hour

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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. The role involves supporting fiduciary professionals to administer fiduciary relationships, ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.

Job Responsibility:

Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust
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 including, but not limited to, payments, account openings and closings, and asset transfers
Demonstrate a high level of organizational skills, including time and priority management
Deliver high-quality work-product within stated deadlines
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 one or a combination of the following: 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

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:
June 04, 2025

Expiration:
June 18, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Trust Associate - Senior Fiduciary Coordinator

Wells Fargo

Location:United States, Long Beach

Category:Banking

Contract Type:Employment contract