Summer Fiduciary Associate
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: Winston Salem, NC; Charlotte, NC; Philadelphia, PA; West Palm Beach, FL; Minneapolis, MN; Austin, TX; Dallas, TX; Las Vegas, NV; Los Angeles, CA; Long Beach, CA. Posting end date: 25 Sep 2026 (may come down early).
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
Required qualifications: 2+ years of work experience, or equivalent demonstrated through one or a combination of the following: work experience