About this role:
Wells Fargo is seeking a Associate Fiduciary Specialist.
In this role, you will:
- Coordinate and oversee low to moderate non-discretionary administrative tasks for Trust accounts
- Execute on basic client requests, including money movement, gifting, pledging, repapering, statements, tax documentation, distribution and name and address changes
- Build a strong understanding of fiduciary concepts and principles
- Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts
- Develop an ability to identify fiduciary risk and escalate appropriately
Required Qualifications:
- 6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
Desired Qualifications:
- Knowledge and understanding of estate, trust, or fiduciary administration
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Solid problem solving and decision-making skills
- Ability to interact with all levels of an organization
- Ability to work effectively in a team environment
- Good PC skills with the aptitude to learn new systems quickly
Job Expectations:
This role requires an on-site presence Monday to Friday and will follow US daytime schedule
The role will report in Five Neo, BGC site
Posting End Date:
30 Jul 2026*Job posting may come down early due to volume of applicants.
We Value 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.
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 all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo 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 all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
