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Senior Trust Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Wilmington

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

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 responsibility for fiduciary administration, trust accounting, client service, and risk management. Candidates should have strong organizational and communication skills, work effectively in a team-oriented, fast-paced environment, and possess knowledge of fiduciary principles. The position is located in Wilmington, Delaware, with a hybrid work schedule.

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

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
What we offer:
  • Hybrid work schedule
  • equal opportunity employer
  • inclusive workplace culture
  • accommodations for applicants with disabilities
  • drug and alcohol-free workplace

Additional Information:

Job Posted:
April 26, 2025

Expiration:
May 07, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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