2+ years administrative or sales support experience
Proficient understanding of fiduciary concepts
Experience with trust accounting and elements of a trust
This role supports a team of fiduciary professionals to administer a book of fiduciary relationships including implementing client estate plans
Job Summary
This role supports a team of fiduciary professionals to administer a book of fiduciary relationships including implementing client estate plans.
The position requires executing client requests such as money movement, investment implementation, and ongoing account management while adhering to sound fiduciary principles.
Wells Fargo offers a hybrid work schedule for this position which is not eligible for Visa sponsorship.
Matching Summary
This role supports a team of fiduciary professionals to administer a book of fiduciary relationships including implementing client estate plans.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
2+ years administrative or sales support experience
Proficient understanding of fiduciary concepts
Experience with trust accounting and elements of a trust
Ability to execute money movement and investment implementation
Knowledge of Wells Fargo Trust systems and policies
Nice-to-have
Strong communication skills for internal partners
Solutions-oriented mindset in fast-paced environment
Experience collaborating with diverse teams and advisors
Intermediate Microsoft Office skills (Word, Excel, Outlook)
Customer service experience in client-facing roles
Key Requirements
2+ years of administrative or sales support experience
Not specified
US work authorization required (No visa sponsorship)