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Senior Trust Associate - Senior Fiduciary Coordinator

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Wilmington

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Category:
Banking

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Contract Type:
Not provided

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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. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies.

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
  • 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

Additional Information:

Job Posted:
February 05, 2026

Expiration:
February 16, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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