Senior Trust Associate - Senior Fiduciary Coordinator

Senior Trust Associate

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. 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. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.

Trust Services

Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including :

• Personal trust services.
• Estate services.
• Philanthropic services.
• Closely held asset management.
• Real estate and loan asset management.
• Oil, gas and mineral management.
• Legacy trust services.
• Special needs trust services.
• Managed Individual Retirement Accounts (IRA).

About This Role

Wells Fargo is seeking a Senior Trust Associate. Responsibilities include :

Required Qualifications

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.

Desired Qualifications

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. Intermediate Microsoft Office (Word, Excel, and Outlook) skills. Experience in a client facing environment. Customer service experience. Administrative support experience.

Job Expectations

Specific compliance policies may apply regarding outside activities and / or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.