Wells Fargo

Senior Fiduciary Coordinator - Senior Trust Associate

Wells Fargo • $80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of administrative or sales support experience or equivalent qualifications.
  • Strong knowledge of estate, trust, and fiduciary administration concepts.
  • Ability to work effectively within a team and foster strong relationships.
  • High-level organizational skills, including time and priority management.
  • Strong communication skills.

Responsibilities

  • Lead operational support for fiduciary professionals managing complex fiduciary relationships.
  • Demonstrate understanding of fiduciary principles and trust accounting.
  • Execute complex client requests including money movement and account management.
  • Provide subject matter expertise to less experienced team members.
  • Articulate Wells Fargo Trust's processes to internal partners.
  • Maintain an understanding of policies related to payments and account management.
  • Proactively identify and mitigate fiduciary risks; recommend process improvements.

Benefits

  • Hybrid work schedule for enhanced work-life balance.
  • Opportunity to participate in infrastructure-related projects for business improvements.
Full Job Description

About this role:

Wells Fargo 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

In this role, you will:

  • Lead operational support for fiduciary professionals to administer a book of complex fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
  • Demonstrate proficient understanding of fiduciary concepts and principles, including trust accounting and elements of a trust
  • Execute on complex client requests, including money movement, investment implementation and ongoing account management
  • Provide subject matter expertise and interpretation of procedures to less experienced team members
  • 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
  • Proactively identify and mitigate fiduciary risks; recommend and implement process improvements
  • Seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management
  • Independently communicate with external clients and internal partners regarding client accounts

 

Required Qualifications:

  • 2+ 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 concepts, and applicable fiduciary laws and federal regulations.
  • 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.

 

Job Expectations:

  • This position offers a hybrid work schedule.
  • This position is not eligible for Visa sponsorship

 

Job location:

  •  5301 Southwest Pkwy, Ste 300, Austin TX 78735

Posting End Date: 

15 Oct 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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