Senior Fiduciary Coordinator - Closely Held Associate
Wells Fargo
- Location
- WINSTON SALEM, NC
- Work model
- On-Site
- Level
- Mid
- Posted
- Aug 18, 2026
About this role
About this role: Wells Fargo is seeking a Closely Held Associate - Senior Fiduciary Coordinator in Wells Fargo Trust as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. Trust Services Trust 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. • Managed Individual Retirement Accounts (IRA). In this role, you will: Support the Closely Held Asset Management Team in managing closely held assets held in fiduciary accounts, client acquisition and relationship management 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. Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems. Articulate Wells Fargo Trust's processes to internal partners. Develop and maintain an in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers. Demonstrate a high level of organizational skills, including time and priority management. Deliver high-quality work-product within stated deadlines. Identify fiduciary risk and suggest possible solutions. Seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management. Independently communicate with internal partners regarding client accounts.
Required Qualifications
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.
Desired Qualifications
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management. 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. Strong communication skills. Job Location: 380 Knollwood St, Winston Salem NC, 27103 90 S 7th ST, Minneapolis MN, 55402 Job Expectations: This position offers a hybrid work schedule This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive