Wells Fargo Associate Fiduciary Specialist 

Philippines, Caloocan 

478326660

In this role, you will:

• Participate in less complex customer financial account relationship services

• Identify customer needs and offer solutions while managing the risk of accounts

• Administer client accounts in order to create, expand, and serve relationships

• Review basic issues, policies, or procedures for which answers can be quickly obtained related to moderately complex risk tasks and deliverables

• Develop knowledge of investment strategies, objectives, and asset allocations

• Analyze trust and financial information and prioritize as appropriate

• Set up, administer, terminate, and distribute moderately complex accounts of all types

• Receive direction from supervisor and exercise independent judgment while developing understanding of function, policies, procedures, and compliance requirements

• Communicate directly with clients, Wells Fargo partners, and external resources

• Provide work direction

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

• Experience in Fiduciary Products or equivalent demonstrated through one or a combination of the following: training, military experience, education

Desired Qualifications:

• Experience in managing Trust, IRA, Risk Management, Custody or doingcomplex research

Job Expectations:

• Amenable to night shift schedule and onsite work arrangement (Five NEO, Taguig)

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.

10 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.