Location
Taguig City
Job Type
Full-time
Posted
June 29, 2026
Job Description
**About this role:**
Wells Fargo is seeking a Associate Fiduciary Specialist.
**In this role, you will:**
+ Coordinate and oversee low to moderate non-discretionary administrative tasks for Trust accounts
+ Execute on basic client requests, including money movement, gifting, pledging, repapering, statements, tax documentation, distribution and name and address changes
+ Build a strong understanding of fiduciary concepts and principles
+ Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts
+ Develop an ability to identify fiduciary risk and escalate appropriately
**Required Qualifications:**
+ 6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience ...
Wells Fargo is seeking a Associate Fiduciary Specialist.
**In this role, you will:**
+ Coordinate and oversee low to moderate non-discretionary administrative tasks for Trust accounts
+ Execute on basic client requests, including money movement, gifting, pledging, repapering, statements, tax documentation, distribution and name and address changes
+ Build a strong understanding of fiduciary concepts and principles
+ Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts
+ Develop an ability to identify fiduciary risk and escalate appropriately
**Required Qualifications:**
+ 6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience ...
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