Wells Fargo · 1 month ago
Senior Fiduciary Coordinator - Estate Services
SAN DIEGO, CA
Full-time
Hybrid
Mid, Senior Level
$30.77/hr - $45.67/hr
4+ years expWells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. In this role, you will support a team of fiduciary professionals to administer fiduciary relationships and ensure client accounts are managed according to fiduciary principles and applicable laws.
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
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
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
Preferred
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
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
Benefits
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
Scholarships for dependent children
Adoption reimbursement
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-23
Business – Latest Financial & Stock Market News | New York Post
2026-01-22
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