Senior Philanthropic Associate – Senior Fiduciary Coordinator

Wells Fargo

Senior Philanthropic Associate at Wells Fargo managing account activities and supporting Sr. Philanthropic Advisors.

Posted 7/31/2026full-timeDallas • Minnesota, Texas • 🇺🇸 United StatesSenior💰 $2,885 - $4,808 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 providing administrative support. Strong organizational and communication skills are essential for collaborating with internal partners and ensuring a coordinated client experience.

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

Fiduciary Law KnowledgeEstate AdministrationTrust AdministrationTime ManagementPriority Management

Soft Skills

Excellent Communication SkillsOrganizational SkillsSolutions-Oriented MindsetCollaboration SkillsResponsiveness

Tools & Technologies

SEI Trust 3000TRMSClient Link

Industry Keywords

Trust ServicesPhilanthropic AdvisoryClient Account ManagementWells Fargo PoliciesKYC Updates

About the role

Key responsibilities & impact

Proactively support Sr. Philanthropic Advisor(s) in the day-to-day management of accounts, including: Money movement, overdrafts, routine account maintenance, onboarding submissions for additional accounts for existing clients, account closing and fee discontinuation submissions, prepare, send and track receipt of routine forms and information requests, monitor accounts for sufficient liquidity for upcoming fees, taxes and distributions and, if needed, contact the Portfolio Manager to raise cash
Demonstrate responsiveness, accuracy, clarity and professionalism when communicating with internal and external parties
Work with a sense of urgency, take ownership over assigned tasks and provide frequent status updates, as appropriate
Demonstrate a high level of organization, including time and priority management skills
Understand and efficiently execute all processes, procedures, regulatory requirements and risk mitigation activities
Interface with all firm-based systems used by Trust Services
Understand and adhere to Wells Fargo policies and procedures, including complaint management, issue management and escalation policies
Partner with the Middle Office, WIM Operations and CRG Partners on KYC updates, maintenance and completion
Partner with colleagues, internal partners and stakeholders to foster a sense of trust and reliability
Support Sr. Philanthropic Advisor(s) in partnering and collaborating with other members of the relationship team to ensure a coordinated client experience
Assist Sr. Philanthropic Advisor(s) in preparing materials to deliver “trust acumen’ education to internal partners
Proactively communicate with colleagues and internal partners regarding items impacting client accounts
Serve as a technical resource for the team
Proactively seek out and engage with both formal and informal mentors, and serve as a mentor to junior members of the team

Requirements

What you’ll need

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
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
Demonstrate a high level of organizational skills, including time and priority management
Collaborate effectively with relationship team members, client’s advisors and other colleagues
Solutions-oriented and able 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 and TRMS (Trust Money Movement Systems), Client Link

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