Senior Trust Associate – Senior Fiduciary Coordinator

Wells Fargo

Senior Fiduciary Coordinator at Wells Fargo overseeing complex fiduciary relationships and executing client estate plans. Collaborating with fiduciary professionals and ensuring compliance with fiduciary principles.

Posted 7/22/2026full-timeAustin • Texas • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in fiduciary concepts and principles, with a strong focus on client service and operational support. Proven ability to identify fiduciary risks and communicate effectively with internal partners to address client needs.

Highest-signal resume keywords

Fiduciary Administration KnowledgeClient Facing ExperienceOrganizational SkillsMicrosoft Office ProficiencyCustomer Service Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Fiduciary ConceptsFiduciary Risk IdentificationClient Request ExecutionAdministrative SupportSales Support

Soft Skills

Team CollaborationEffective Communication

Industry Keywords

Estate AdministrationTrust AdministrationFiduciary Principles

About the role

Key responsibilities & impact

Lead operational support for fiduciary professionals
Develop and maintain understanding of fiduciary concepts and principles
Execute on client requests
Identify fiduciary risk and suggest possible solutions
Communicate with internal partners regarding client accounts

Requirements

What you’ll need

2+ years of administrative or sales support experience
Ability to work effectively within a team
Strong organizational skills
Intermediate Microsoft Office skills
Customer service experience
Experience in a client facing environment
Knowledge of estate, trust, or fiduciary administration

Benefits

Comp & perks

Hybrid work schedule
Health insurance
Paid time off