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Full-time
Posted 6d ago
Apply by Aug 17
~40 hrs/week
Responsibilities
The Senior Trust Associate will administer a book of relationships in Special Needs Trust Services, ensuring accounts are managed according to fiduciary principles and applicable law. They will also execute client requests, manage account documentation, and identify fiduciary risks while collaborating with internal partners.
Requirements
Candidates must have at least 4 years of administrative or sales support experience, or an equivalent combination of work, training, or education. Proficiency in Microsoft Office and experience in wealth management or retail banking are highly desired.
Full job description
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:
Support a team of fiduciary professionals to administer a book of relationships in Special Needs Trust Services, 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.
Execute on client requests, including money movement, investment implementation and ongoing account management.
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.
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:
Experience in Wealth Management or Retail Banking
Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
Experience working with Affluent client relationships
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:
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Posting End Date:
16 Aug 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.
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Based on 2174 listings with disclosed salaries, most administrative jobs in Texas pay between $48k–$98k per year. Individual offers vary with seniority, company size, and specialization.
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