Senior Philanthropic Associate - Senior Fiduciary Coordinator

Wells Fargo•Dallas, TX

4d•Hybrid

About The Position

Wells Fargo is seeking a Senior Philanthropic Associate to join Wealth & Investment Management as part of Banking, Lending & Trust. This role offers an opportunity to support meaningful philanthropic relationships while building experience in trust and fiduciary administration. The associate will partner with philanthropic professionals, portfolio managers, operations teams, and other relationship partners to deliver a coordinated and responsive client experience. The ideal candidate is organized, collaborative, client-focused, and comfortable managing multiple priorities in a fast-paced environment. This role is suitable for professionals interested in developing their knowledge of philanthropic services, trust administration, fiduciary practices, and wealth management. Banking, Lending, & Trust (BL&T) provides access to Wells Fargo Bank products and services for high-net-worth and ultra-high-net-worth individuals and families, addressing needs related to banking, custom lending, and trust services. BL&T specialists utilize resources, research, relationships, custom solutions, and strategies to meet unique client needs. The division offers guidance on banking and fiduciary topics, including investment management, trust administration, specialty trusts, custody, tax, specialty assets, regulatory matters, privacy, e-commerce, deposit strategy, and business strategies. It also supports the WIM Diverse Segments group and WIM referral activity. Trust Services advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including personal trust services, estate services, philanthropic services, closely held asset management, real estate and loan asset management, oil, gas and mineral management, legacy trust services, special needs trust services, and Managed Individual Retirement Accounts (IRA).

Requirements

2+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Knowledge and understanding of estate, trust, or fiduciary administration, philanthropic concepts, and applicable fiduciary laws and federal regulations.
Excellent verbal, written, and interpersonal communication skills, with the ability to effectively interact with individuals across all levels of an organization.
Strong organizational, time management, and prioritization skills, with the ability to manage multiple responsibilities in a fast-paced environment.
Ability to collaborate effectively with relationship team members, clients' advisors, internal partners, and other colleagues.
Client-facing, customer service, or administrative support experience, preferably in financial services, trust, wealth management, or a related environment.
Solutions-oriented approach with strong attention to detail, responsiveness, and problem-solving skills.
Intermediate Microsoft Office skills, including Word, Excel, and Outlook, with exposure to trust accounting platforms and Salesforce.

Responsibilities

Support the Philanthropic team with the day-to-day administration and management of client accounts, including money movement, overdrafts, routine account maintenance, additional account onboarding, account closings, fee discontinuation requests, and routine forms and information requests.
Monitor accounts for sufficient liquidity related to upcoming fees, taxes, and distributions, and coordinate with Portfolio Managers when cash needs to be raised.
Deliver responsive, accurate, clear, and professional communication to internal and external partners.
Take ownership of assigned responsibilities, work with a sense of urgency, and provide timely status updates.
Manage multiple priorities effectively while maintaining a high level of organization and attention to detail.
Understand and execute applicable processes, procedures, regulatory requirements, and risk mitigation activities.
Work effectively across firm-based systems used by Trust Services.
Follow Wells Fargo policies and procedures, including complaint management, issue management, and escalation requirements.
Partner with Middle Office, WIM Operations, and CRG partners on Know Your Customer (KYC) updates, maintenance, and completion.
Build trusted working relationships with colleagues, internal partners, and key stakeholders.
Collaborate with members of the relationship team to help provide a coordinated client experience.
Assist the Philanthropic team in preparing materials that help deliver trust acumen education to internal partners.
Proactively communicate with colleagues and internal partners regarding matters affecting client accounts.
Serve as a technical resource for the team.
Seek opportunities for professional development through formal and informal mentorship while also supporting the development of junior team members.