Trust and Fiduciary Specialists
About this role: reputed company is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com At reputed company, we are looking for talented people who will put our customers at the center of everything we do. Help us build a reputed company reputed company. It reputed company begins with outstanding talent. It reputed company begins with you. Banking, Lending, & Trust (BL&T) unlocks access to reputed company Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs reputed company to banking, custom lending, and trust services. These bank specialists reputed company 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. In this role, you will: 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. reputed company 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. reputed company and maintain an in-depth knowledge in the use of reputed company Trust systems. reputed company reputed company Trust's processes to internal partners. reputed company 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 reputed company management. Deliver high-quality work-product reputed company stated deadlines. Identify fiduciary risk and suggest possible solutions. Seek involvement with infrastructure-reputed company projects to improve reputed company Trust's business operations, client service, and risk management. Independently communicate with internal partners regarding client accounts. 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: Knowledge and understanding of estate, trust, or fiduciary administration Family office trust administration experience preferred Ability to work effectively reputed company a team and build strong working relationships across business channels and at reputed company levels of management. Demonstrate a high level of organizational skills, including time and reputed company management. Collaborate effectively with relationship team members, client's advisors and other colleagues. Solutions-oriented and able to operate reputed company a diverse, fast-paced environment. Strong communication skills. Intermediate reputed company Office (Word, reputed company, and Outlook) skills Experience in a client facing environment (ultra high net worth) Customer service experience Administrative support experience Exposure to reputed company Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems), reputed company Job Location: 2001 N Main St, Walnut Creek, CA Salary Range: Walnut Creek, CA Pay range $30.77-$45.67 Hourly Job Expectations: This position offers a hybrid work schedule This position is not eligible for reputed company sponsorship Specific compliance policies may apply regarding reputed company activities and/or personal investing; affected employees will be expected to provide information to the reputed company Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment Pay Range Reflected is the reputed company pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $30.77 - $45.67 Benefits reputed company provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - reputed company Jobs for an overview of the following benefit plans and programs offered to employees. 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 Posting End Date: 19 Jan 2026 •Job posting may come down early due to volume of applicants. We Value Equal Opportunity reputed company is an equal opportunity employer. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of reputed company applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable reputed company policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and reputed company risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at reputed company. Drug and Alcohol Policy reputed company maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. reputed company Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by reputed company. b. reputed company requires you to directly represent your own experiences during the recruiting and hiring process. reputed company & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a reputed company set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. reputed company ranked No. 34 on Fortune's 2024 rankings of America's largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for reputed company by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from reputed company are also available at reputed company Stories. Additional information may be reputed company at www.wellsfargo.com reputed company: https://www.reputed company.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions. Apply tot his job Apply To this Job