Trust Officer - Fiduciary Specialist Job at Wells Fargo (Philadelphia)

New

Estate Trust Officer- Fiduciary Specialist

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , MINNEAPOLIS; AUSTIN

Salary:

60000.00 - 100000.00 USD / Year

Wells Fargo

Expiration Date

April 03, 2026

Requirements

2+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
J.D./CTFA preferred
Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
Ability to manage a book of fiduciary accounts, including trusts, estates, investment agency, and custodial accounts
Experience interpreting trust agreements and legal documentation
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 conflict resolution skills

Job Responsibility

Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts
Identify and recommend opportunities for process improvement and control development
Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards
Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals

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

Fulltime

!

New

Trust Officer - Fiduciary Specialist

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , LONG BEACH

Salary:

72000.00 - 109000.00 USD / Year

Wells Fargo

Expiration Date

March 26, 2026

Requirements

2+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Facilitate review and approval of trust distributions
initiate, review, and approve directed trades on non-managed custodial accounts
work with key stakeholders on the set up and maintenance to ensure compensation for trust relationships
work with key stakeholders to ensure the set-up of online access and ensure that client distributions are managed in accordance with sound fiduciary principles and applicable law.
Engage stakeholders, clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, money movement approvals, pledge coding and maintenance, and account maintenance.
Identify and recommend opportunities for process improvement and control development.
Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.

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

Fulltime

New

Senior Trust Officer - Senior Fiduciary Specialist

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Philadelphia

Salary:

Not provided

Wells Fargo

Expiration Date

April 07, 2026

Requirements

4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education

Job Responsibility

Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts
Identify and recommend opportunities for process improvement and control development
Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards
Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals
Actively train and mentor junior team members
Participate in marketing and development initiatives, in conjunction with team leaders

Fulltime

New

Lead Trust Officer - Lead Fiduciary Specialist

Wells Fargo is seeking a Lead Trust Officer - Lead Fiduciary Specialist in Estat...

Location

United States , Austin

Salary:

Not provided

Wells Fargo

Expiration Date

April 03, 2026

Requirements

5+ years at a law firm or CPA firm with an understanding of estate tax
Ability to prepare federal and state estate tax returns, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education

Job Responsibility

Review estate planning documents and advise on estate tax effects
Prepare and review federal and state estate and inheritance tax returns
Serve as subject matter expert in estate, gift and GST matters during all phases of estate settlement process
Proactively assist in the administration of complex fiduciary relationships and collaborate strategically with peers and managers to resolve issues, influence process enhancements, and contribute to strategic projects and business‑development initiatives
Independently manage a portfolio of complex fiduciary relationships, providing guidance on interpreting nuanced legal instruments and leading resolution of sophisticated issues
Lead fiduciary administration, advise on nuanced legal interpretations, and implications to estate and fiduciary income tax
Engage clients, advisors, and internal partners to deliver a high-touch experience for complex fiduciary relationships
Collaborate strategically with peers and managers to resolve issues and achieve business goals
Mentor junior team members and organize team priorities to meet deadlines and client expectations

Fulltime

!

Operations Specialist

Location

United States , Long Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

10+ years of experience in international freight forwarding and customs brokerage
5+ years of experience in a management/supervisory role
Excellent interpersonal and communication skills, verbal and written
Cargowise Experience
Leadership Skills
Time management skills
Sales Related Experience
General OSHA and HR Knowledge
Progressive Management Experience (Min. 5 years)
Intermediate Computer Skills (Microsoft Office Suite)

Job Responsibility

Provide overall leadership in areas of operational performance, P&L management, customer relations, continuous improvement and staff development
Deliver clear expectations with regards to the role and responsibilities of your teams (Import, Export, Brokerage) and insure an engaging work environment
Assist the client services team by identifying and developing prospective clients
Develop new business
Regularly nurture relationships with agents and vendors
Oversee and assist with rates and quotes
Oversee and manage the overall billing process
Negotiate rates and services with various service providers at the local level
Establish departmental goals and measure performance by tracking of goals
streamline and improve on current procedures to create greater efficiencies

What we offer

competitive compensation and benefits
free online training
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Regional finance associate

We are seeking a high-potential Finance Associate to be groomed for future manag...

Location

Malaysia , Kuala Lumpur

Salary:

6000.00 - 9000.00 MYR / Month

Randstad

Expiration Date

May 02, 2026

Requirements

Degree in Accounting, Business Administration, or an equivalent professional qualification
3 – 5 years of accounting experience
External audit exposure in fund accounting, private equity, or fund management (preference)
Strong foundation in Singapore Financial Reporting Standards (FRS) and IRAS regulations (significant advantage)
Proficiency in Microsoft Office
Experience with NetSuite or similar ERP systems (bonus)
Proactive problem-solver with a passion for process improvement
Ability to prioritize and perform under tight timelines with minimal supervision
Excellent communication skills and high attention to detail

Job Responsibility

Independently manage the full set of accounts for assigned entities, encompassing monthly closing, reconciliations, and supporting schedules
Execute core accounting functions including cash management, payment operations, and payroll processing
Determine Net Asset Values (NAVs), calculate fund performance, and ensure the accuracy of fund accounting records
Prepare and analyze financial and operational reports to facilitate management decision-making
Lead the coordination of annual external audits across multiple entities and funds, ensuring all schedules and documentation are complete and accurate
Prepare and submit quarterly GST filings and manage local tax matters with relevant authorities
Assist in the preparation of statutory forms, reports, and surveys required by the Monetary Authority of Singapore (MAS)
Ensure compliance with statutory regulations and internal financial controls
Manage relationships with professional service providers, including fund administrators, banks, tax agents, corporate secretaries, and auditors
Support the distribution of returns to existing investors, including the drafting of necessary documentation

New

Assistant Front Office Manager

Assists the Front Office Manager in administering front office functions and sup...

Location

United States , Maui

Salary:

72000.00 - 95000.00 USD / Year

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or GED
2 years experience in the guest services, front desk, or related professional area
OR 2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major
no work experience required

Job Responsibility

Assists the Front Office Manager in administering front office functions and supervising staff on a daily basis
Utilizes interpersonal and communication skills to lead, influence, and encourage others
advocates sound financial/business decision making
demonstrates honesty/integrity
leads by example
Encourages and builds mutual trust, respect, and cooperation among team members
Supervises and manages employees
Managing all day-to-day operations
Understanding employee positions well enough to perform duties in employees' absence
Ensures employee recognition is taking place on all shifts

Fulltime

New

VP Sales - Insurtech

An innovative and fast-growing insurtech operating at the forefront of digital t...

Location

United Kingdom , London

Salary:

120000.00 GBP / Year

Calibre Candidates

Expiration Date

Until further notice

Requirements

Proven track record of SaaS sales success within Insurance and London Market clients
Strong focus within Property & Casualty (P&C) insurance
Entrepreneurial mindset with a proactive, self-starting approach
Demonstrated ability to build and leverage a strong industry network
Credible communicator with the ability to engage C-suite stakeholders
Commercially astute with a strategic approach to business development

Job Responsibility

Drive new business sales across London Market (insurers, brokers, MGAs)
Build and execute a strategic sales plan aligned with company growth targets
Develop and maintain a strong network of senior industry contacts
Identify and convert new opportunities within Property & Casualty (P&C) lines
Collaborate with product and leadership teams to refine market proposition
Represent the business at industry events, conferences, and regular client meetings
Lead complex sales cycles from origination through to close

Fulltime

Trust Officer - Fiduciary Specialist

Wells Fargo

Location:
United States , Philadelphia

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 26, 2026

Expiration:
April 07, 2026

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