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Wells Fargo · 1 day ago

Senior Trust Associate - Senior Fiduciary Coordinator

Walnut Creek, CA

Full-time

Hybrid

Mid, Senior Level

$30.77/hr - $45.67/hr

4+ years exp

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 in managing client accounts and ensuring compliance with fiduciary principles.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Qualification

Fiduciary administrationTrust accountingWells Fargo Trust systemsMicrosoft OfficeClient facing experienceCustomer serviceOrganizational skillsCommunication skillsTeam collaboration

Required

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