Fiduciary Coordinator at Wells Fargo

Taguig, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

13 Apr, 26

Salary

0.0

Posted On

13 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fiduciary Principles, Trust Accounting, Client Communication, Risk Management, Investment Implementation, Account Management, Research Skills, Problem Solving, Attention to Detail, Compliance, Team Collaboration, Time Management, Administrative Support, Financial Services, Estate Planning

Industry

Financial Services

Description

About this role: Wells Fargo is seeking a Fiduciary Coordinator. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Independently support a team of fiduciary professionals to administer a book of 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 an understanding of fiduciary concepts and principles, including trust accounting and elements of a trust Execute on client requests, including moderately complex money movement, investment implementation and ongoing account management Receive direction from supervisor and escalate non-routine or high-risk issues Develop and maintain an understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers Proactively identify fiduciary risk and suggest possible solutions Communicate independently with external clients and 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: Experience in managing Trust, IRA, Risk Management, Custody or doing complex research Job Expectations: The Manila Team will support Trust Services by completing Administrative Account Reviews on Custody, Agency, Individual Retirement Account (IRA), Revocable Trust and Charitable Agency Accounts. The AAR Process does not involve customer interaction. A person in this role will be expected to understand fiduciary concepts and principles and apply those concepts and principles to complete account reviews at a targeted level of accuracy and timeliness. Completing acccunt reviews will include: conducting research using account documents as well as other applications, drawing conclusions from the research findings, and capturing conclusions in the AAR system. Any errors or irregularities are noted through the creation of an Open Item. The AAR system. provides the guidance for the research using a series of questions, based on the account type. In addition, the person will compile a document package from the research to support the conclusions and responses in the AAR system. Continuous learning will be required via a variety of methodologies including formalized courses and on-the-job training. The successful hire must be amenable to observe a night shift schedule and work on an onsite set-up (Five NEO, Taguig). Posting End Date: 29 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities

The Fiduciary Coordinator will support a team of fiduciary professionals in administering fiduciary relationships and implementing client estate plans. Responsibilities include executing client requests, managing accounts, and identifying fiduciary risks.