Jobs · Finance · California

Summer Fiduciary Associate

Wells Fargo · Los Angeles, CA · 1 mo ago
Finance$28.85–$69.71/hrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate (EEO, legal, etc). Must preserve all substantive info. We need to parse the posting. Content: - About this role: description: "Wells Fargo Trust is seeking rising 3L students to join our 2027 Summer Fiduciary Associate program. The program is designed as a potential pathway to a permanent role as a Trust Officer, with responsibility for directly managing fiduciary client relationships. At the conclusion of the program, high-performing Associates will be considered for full-time opportunities at their internship location based on individual performance, business needs and available openings. Our Trust Officers provide personalized advice and fiduciary administration services to Wells Fargo’s High-net-worth and Ultra-high-net-worth clients throughout the United States, including trusts, estates, foundations and charities, and special needs trusts. Our team collaborates closely with financial advisors and portfolio managers to deliver a seamless, comprehensive suite of services to meet the needs of our clients anywhere in the country." - Then "In this role, you will:" bullet list: Participate in meaningful work assignments that contribute to ongoing fiduciary matters. Support Trust Officers with issues related to fiduciary administration, distributions, discretionary decisions and client engagement. Develop a deep understanding of trusts, estates, foundations and charities, fiduciary law, tax considerations and applicable state and federal regulations. Assist with analysis of trust instruments, wills, and related legal documents. Attend meetings, training sessions and professional development activities. Participate in special projects. - Required qualifications: "2+ years of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education" - Desired qualifications: "Pursuing a law degree at an accredited college or university with an expected graduation date of 2028 Have an interest in Fiduciary and Wealth Management matters Proven analytical and problem-solving skills through coursework, projects, or previous internship experience Demonstrated attention to detail and ability to manage multiple assignments Demonstrated ability to collaborate effectively in a high-paced, team‑oriented environment" - Job Expectations: includes visa sponsorship not available, compliance policies, background check, FINRA, etc. Also posting locations list. - Pay Range: "$28.85 - $69.71" plus note about pay may vary. - Benefits: list of benefits. - Posting End Date: 25 Sep 2026 (maybe not needed as minor metadata; could be placed in a short p). Also note about posting may come down early. We need sections: About the role (we have), Responsibilities (the "In this role, you will:" list), Requirements (maybe required qualifications), Qualifications (desired qualifications?), Skills (maybe combine desired qualifications?), Benefits, Pay, Schedule (if schedule not given, we should not create Schedule section). There's no explicit schedule info, so omit Schedule. We need to decide mapping: The instructions: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those exact headings if content exists. We have content for About the role, Responsibilities, Requirements (required qualifications), Qualifications (desired qualifications), Skills (maybe we can extract skills from desired qualifications: analytical/problem solving, attention to detail, manage multiple assignments, collaborate effectively). Could also include "Proven analytical and problem-solving skills" etc. We'll put those under Skills. Benefits: we have list. Pay: we have pay range. Schedule: none, so omit. We must not include filler like "commensurate with experience". Not present. We must not repeat job title. We must not include Job ID etc. We must remove boilerplate: EEO, legal, etc. Also remove "Posting Locations:" maybe we can keep as minor metadata? The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." Posting locations could be considered minor metadata; we could include them in a short p under About the role or maybe separate? But they said "fold minor metadata into a short

or drop it." So we could include a paragraph with locations after About the role? However About the role already has a paragraph; we could add another p with locations. But we must preserve ALL substantive information; locations are substantive? Might be considered substantive for applicant. But they said minor metadata like Job ID/requisition numbers; locations maybe not minor. However they said "Posting Locations:" list; could be considered substantive. I'd keep them as a

maybe under About the role or separate section? There's no heading for Locations; we could just add a

after About the role. Also "Posting End Date: 25 Sep 2026" maybe minor metadata; could be a short p. We must not include "Visa sponsorship not available." That's substantive? It's a job expectation; maybe we can include under Requirements or Job Expectations but we don't have a heading for Job Expectations. Could incorporate into Requirements or Qualifications? Probably better to include under Requirements as a note. But the instruction: we have headings for Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Job Expectations could go under Requirements (maybe as a list item). However the requirement about visa sponsorship not available is not a qualification but a condition. Could be placed under Requirements as a list item. Similarly background check, FINRA etc could be under Requirements. We need to preserve all substantive info; we can incorporate them as list items under Requirements. Let's structure:

About the role

Wells Fargo Trust is seeking rising 3L students to join our 2027 Summer Fiduciary Associate program. The program is designed as a potential pathway to a permanent role as a Trust Officer, with responsibility for directly managing fiduciary client relationships. At the conclusion of the program, high-performing Associates will be considered for full-time opportunities at their internship location based on individual performance, business needs and available openings. Our Trust Officers provide personalized advice and fiduciary administration services to Wells Fargo’s High-net-worth and Ultra-high-net-worth clients throughout the United States, including trusts, estates, foundations and charities, and special needs trusts. Our team collaborates closely with financial advisors and portfolio managers to deliver a seamless, comprehensive suite of services to meet the needs of our clients anywhere in the country.

Posting Locations: 100 N Main Street – Winston Salem, NC 27101; 550 S Tryon Street – Charlotte, NC 28202; 100 N 18th Street – Philadelphia, PA 19103; 525 Okeechobee Blvd – West Palm Beach, FL 33401; 550 S 4th Street – Minneapolis, MN 55415; 5301 Southwest Pkwy - Austin, TX 78735; 8115 Preston Road – Dallas, TX 75225; 6325 S Rainbow Blvd – Las Vegas, NV 89118; 333 S Grand Avenue – Los Angeles, CA 90071; 111 West Ocean Blvd – Long Beach, CA 90802.

Posting End Date: 25 Sep 2026 (posting may come down early due to volume of applicants).

Then Responsibilities:

Responsibilities

  • Participate in meaningful work assignments that contribute to ongoing fiduciary matters.
  • Support Trust Officers with issues related to fiduciary administration, distributions, discretionary decisions and client engagement.
  • Develop a deep understanding of trusts, estates, foundations and charities, fiduciary law, tax considerations and applicable state and federal regulations.
  • Assist with analysis of trust instruments, wills, and related legal documents.
  • Attend meetings, training sessions and professional development activities.
  • Participate in special projects.
Requirements: include required qualifications plus job expectations (visa sponsorship not available, compliance policies, background check, FINRA, etc.) We'll make a list.

Requirements

  • 2+ years of work experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Visa sponsorship not available for this position.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
  • Candidates must successfully complete and pass a background check prior to hire; subject to FINRA background screening requirements.
  • Individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
  • Successful candidates must meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
Qualifications (desired):

Qualifications

  • Pursuing a law degree at an accredited college or university with an expected graduation date of 2028.
  • Interest in Fiduciary and Wealth Management matters.
  • Proven analytical and problem-solving skills through coursework, projects, or previous internship experience.
  • Demonstrated attention to detail and ability to manage multiple assignments.
  • Demonstrated ability to collaborate effectively in a high‑paced, team‑oriented environment.
Skills: maybe we could extract skills from desired qualifications but they overlap. Could we combine? The instruction: prefer a few substantive sections over many thin ones. We already have Qualifications covering desired qualifications; Skills could be redundant. But we could still include Skills if we have distinct skill statements not covered elsewhere. The desired qualifications already list skills: analytical/problem solving, attention to detail, manage multiple assignments, collaborate effectively. Those are skills. So we could either put them under Skills and keep Qualifications for education/interest. But we already put interest and education under Qualifications. Let's split: Qualifications: education and interest. Skills: analytical/problem solving, attention to detail, manage multiple assignments, collaborate effectively. Thus:

Qualifications

  • Pursuing a law degree at an accredited college or university with an expected graduation date of 2028.
  • Interest in Fiduciary and Wealth Management matters.

Skills

  • Proven analytical and problem‑solving skills through coursework, projects, or previous internship experience.
  • Demonstrated attention to detail and ability to manage multiple assignments.
  • Demonstrated ability to collaborate effectively in a high‑paced, team‑oriented environment.
Benefits:

Benefits

  • 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
Pay:

Pay

$28.85 - $6

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