Senior Philanthropic Associate – Senior Fiduciary Coordinator

Wells Fargo

. Proactively support Senior Philanthropic Advisors in the day-to-day management of accounts .

Posted 10/9/2026full-timeUnited StatesSenior💰 $29 - $48 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary administration, philanthropic concepts, and regulatory compliance while effectively managing client accounts and collaborating with diverse teams. Proficient in Microsoft Office and experienced in providing administrative support in a client-facing environment.

Highest-signal resume keywords

Fiduciary Administration KnowledgePhilanthropic Concepts UnderstandingRegulatory Compliance ExpertiseMicrosoft Office ProficiencyClient-Facing Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementMoney Movement HandlingRoutine Account MaintenanceKYC UpdatesRisk Mitigation ActivitiesTime ManagementPriority ManagementTrust Operations KnowledgeFee Discontinuation SubmissionsClient Communication

Soft Skills

Excellent Verbal CommunicationInterpersonal CommunicationOrganizational SkillsCollaborationMentoring

Tools & Technologies

SEI Trust 3000TRMSClient Link

Industry Keywords

Estate AdministrationTrust AdministrationFiduciary LawFederal RegulationsWells Fargo Policies

About the role

Key responsibilities & impact

Proactively support Senior Philanthropic Advisors in the day-to-day management of accounts
Handle money movement, overdrafts, routine account maintenance, additional-account onboarding, account closing, and fee discontinuation submissions
Prepare, send, and track routine forms and information requests
Monitor account liquidity for upcoming fees, taxes, and distributions; contact Portfolio Managers to raise cash when needed
Communicate responsively, accurately, clearly, and professionally with internal and external parties
Execute processes, procedures, regulatory requirements, and risk-mitigation activities
Interface with firm-based systems used by Trust Services
Adhere to Wells Fargo policies and procedures, including complaint, issue-management, and escalation policies
Partner with Middle Office, WIM Operations, and CRG Partners on KYC updates, maintenance, and completion
Collaborate with relationship teams and stakeholders to ensure a coordinated client experience
Assist in preparing materials for trust-acumen education for internal partners
Communicate proactively about items impacting client accounts
Serve as a technical resource and mentor junior team members
Seek out formal and informal mentors

Requirements

What you’ll need

2+ years of administrative or sales support experience, or equivalent demonstrated through work experience, training, military experience, or education
Knowledge and understanding of estate, trust, or fiduciary administration
Knowledge and understanding of philanthropic concepts
Knowledge and understanding of fiduciary law and federal regulations
Excellent verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
High level of organizational skills, including time and priority management
Ability to collaborate effectively with relationship team members, clients’ advisors, and other colleagues
Ability to operate within a diverse, fast-paced environment
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Experience in a client-facing environment
Customer service experience
Administrative support experience
Exposure to Wells Fargo Trust operations applications and systems such as SEI Trust 3000, TRMS (Trust Money Movement Systems), and Client Link
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

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
Hybrid work schedule