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WfSenior Fiduciary Coordinator
PHILADELPHIAonsitesenior
Posted today · via Workday
About this role
About this role: Wells Fargo is seeking a Senior Fiduciary Coordinator as part of Wealth and Investment Management. Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (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 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 and ongoing account management.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in PHILADELPHIA. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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