CrawlJobs Logo

Senior Trust Associate - Senior Fiduciary Coordinator

United States, Wilmington Employment contract · Job Posted May 27, 2026
Apply Position
Job Link Share

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.

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

2+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Nice to have

  • 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.

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Senior Trust Associate - Senior Fiduciary Coordinator

8 matching positions

New

Senior Associate Database Administrator

The Senior Associate Database Administrator will be responsible for the installa...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Developing proficiency in database administration tasks, including database installation, configuration, maintenance, and performance tuning
  • Developing knowledge of SQL (Structured Query Language) to write complex queries, stored procedures, and functions
  • Developing understanding of database security principles, access controls, and data encryption methods
  • Developing working knowledge in database backup and recovery strategies to ensure data availability and business continuity
  • Ability to monitor database performance, identify and resolve issues, and optimize database operations
  • Ability to learn new technologies as needed to provide the best solutions to all stakeholders
  • Ability to communicate complex IT information in simplified form depending on the target audience
  • Effective communication and collaboration skills to work with cross-functional teams and stakeholders
  • Developing proficiency understanding of the principles of data architecture and data services
  • Developing knowledge of application development lifecycle and data access layers
Job Responsibility
Job Responsibility
  • Assists with performing the installation, configuration, and maintenance of database management systems (DBMS), including SQL Server, Oracle, MySQL, or others, as required
  • Collaborates with software developers/architects to design and optimizes database schemas, data models, and database-related applications
  • Assists with the mapping out of the conceptual design for a planned database
  • Participates in the writing of database documentation, including data standards, data flow diagrams, standard operating procedures and definitions for the data dictionary (metadata)
  • Assists with monitoring database performance, identifies performance bottlenecks, and optimizes queries and indexing for optimal database performance
  • Helps to design and implement robust backup and disaster recovery strategies to ensure data availability and business continuity
  • Proactively supports the development of database utilities and automated reporting
  • Works closely with the Change Control and Release Management functions to commission and install new applications and customizing existing applications in order to make them fit for purpose
  • Assists with planning and executing database software upgrades and applies patches to keep systems up-to-date and secure
  • Communicates regularly with technical, applications and operational employees to ensure database integrity and security
  • Fulltime
Read More
Arrow Right
New

Help Desk Specialist

BlueWater Federal is looking for a Help Desk Specialist to support Dept of the N...
Location
Location
United States , Arlington
Salary
Salary:
Not provided
bwfed.com Logo
BlueWater Federal Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in Information Technology, with 2 years of experience working with the NMCI/CoSC/NGEN/NGEN-R contracts ordering and tracking system
  • Active Secret clearance required
  • Experience with Active Directory, HP Service Manager, and IT service desk processes is essential.
Job Responsibility
Job Responsibility
  • Align with DoD IT support standards, NMCI/NGEN service support, and cybersecurity requirements
  • Troubleshoot hardware, software, and network issues at Tier 2 level
  • Manage and facilitate customer service to deliver NGEN/NGEN-R services to end users, process service request orders, and provide management, support and oversight to the lead CTR.
  • Fulltime
Read More
Arrow Right
New

Operations Manager

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Montgomery
Salary
Salary:
18.00 - 28.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 18, 2026
Flip Icon
Requirements
Requirements
  • Deductive reasoning ability, advanced analytical skills and computer skills
  • Advanced communication skills, leadership, supervision, and influencing skill
  • Ability to work a full-time flexible schedule, including some early morning, overnight and weekend shifts, to work overtime as needed, and to respond to urgent issues at the store when they arise
Job Responsibility
Job Responsibility
  • Overall store management, supervision, and policy implementation
  • Sales and inventory management
  • Employee staffing, training, and development
  • Financial management
  • Customer service leadership
What we offer
What we offer
  • Medical, dental, and vision coverage
  • Paid time off
  • Retirement savings options
  • Wellness programs
  • Fulltime
Read More
Arrow Right
New

Chef de Parti

We are looking for an aspiring CDP to join our talented kitchen team. If you hav...
Location
Location
United Kingdom , Brighton
Salary
Salary:
Not provided
shinnerandsudtone.co.uk Logo
Shinner & Sudtone
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A Growth Mindset
  • While experience in a professional kitchen is desirable, we know we are excellent trainers and coaches. We just need the right attitude and a willingness to work hard
  • Team Spirit: You are a massive team player who communicates well, even when the kitchen gets busy
  • Curiosity: You want to learn the why behind the dish—from food and wine pairing to the story behind our local produce
  • Reliability: You take pride in your station and understand that consistency is the key to happy guests
  • Core Values: You treat every colleague and guest with Honesty, Integrity, and Respect
What we offer
What we offer
  • Christmas Day Off: A guaranteed day to relax and recharge
  • A £50 Birthday Bar Tab: Celebrate your day on us
  • Massive Discounts: 50% off food and 50% off drinks in any Portobello pub (including The Walrus, The Lion & Lobster, and all London venues)
  • 25% discount on beer through our brewery store
  • Career Progression: High-level development programs and extensive training, including online certifications to help you move up the ranks
  • Flexibility: Part-time hours and flexible schedules, including flexibility around exams for students
Read More
Arrow Right
New

Store Associate

We're building a world of health around every individual — shaping a more connec...
Location
Location
United States , Lindenhurst
Salary
Salary:
17.00 - 24.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 18, 2026
Flip Icon
Requirements
Requirements
  • At least 16 years of age
  • Remaining upright on the feet, particularly for sustained periods of time
  • Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
  • Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details
Job Responsibility
Job Responsibility
  • Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
  • Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
  • Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
  • Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
  • Supporting opening and closing store activities, when needed
  • Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
  • Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
  • Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • and other programs
  • Parttime
Read More
Arrow Right
New

Store Associate

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Clarks Summit
Salary
Salary:
15.00 - 18.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 19, 2026
Flip Icon
Requirements
Requirements
  • At least 16 years of age
  • Remaining upright on the feet, particularly for sustained periods of time
  • Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
  • Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details
Job Responsibility
Job Responsibility
  • Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
  • Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
  • Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
  • Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
  • Supporting opening and closing store activities, when needed
  • Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
  • Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
  • Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health
What we offer
What we offer
  • Dental
  • Vision
  • Wellness resources
  • Employee discounts
  • Access to certain voluntary benefits
  • Parttime
Read More
Arrow Right
New

Application Developer

BlueWater Federal is looking for an Application Developer to support Dept of the...
Location
Location
United States , Arlington
Salary
Salary:
Not provided
bwfed.com Logo
BlueWater Federal Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree required in a relevant field such as computer science, information systems, cybersecurity, or related technical discipline
  • Must have an active Secret clearance. US Citizenship is required.
  • 2+ years of C# and/or Java development.
  • 2+ years of experience developing and deploying applications and tools using ASP.NET C#, HTML5, JavaScript, Ajax, CSS, Java, Microsoft SQL, and XML
  • 2+ years of experience debugging and modifying existing applications in various programming languages.
  • 2+ years of experience scanning applications with application security testing tools such as Fortify.
  • Security+ certification is required
  • Working knowledge of implementing Application Security and Development Security STIGs and DoD policies in systems/applications.
Job Responsibility
Job Responsibility
  • Serve as principal web-based developer and provide primary design and functionality enhancements.
  • Provide Webmaster functions, updates to website content, reevaluation and enhancement of website functionality, verifying website links, and verifying compliance with Section 508 of the Rehabilitation Act.
  • Analyze software upgrades and provide recommendations for implementation.
  • Assist with DoD/DON statutory and regulatory requirements for IT portfolio management in all life cycle stages.
  • Fulltime
Read More
Arrow Right
New

Store Associate

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Auburn
Salary
Salary:
16.90 - 23.90 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 16 years of age
  • Remaining upright on the feet, particularly for sustained periods of time
  • Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
  • Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details
Job Responsibility
Job Responsibility
  • Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
  • Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
  • Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
  • Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
  • Supporting opening and closing store activities, when needed
  • Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
  • Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
  • Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • other programs
  • Parttime
Read More
Arrow Right