Location
PHILADELPHIA, PA, United States
Posted
July 23, 2026
Job Description
**About this role:**
Wells Fargo is seeking a Senior Philanthropic Associate in Wealth and Investment Management as part of Banking, Lending and Trust. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
**In this role, you will:**
+ Proactively support Sr. Philanthropic Advisor(s) in the day-to-day management of accounts, including: Money movement, overdrafts, routine account maintenance, onboarding submissions for additional accounts for existing clients, account closing and fee discontinuation submissions, prepare, send and track receipt of routine forms and information requests, monitor accounts for sufficient liquidity for upcoming fees, taxes and distributions and, if needed, contact the Portfolio Manager to raise cash
+ Demonstrate responsiveness, accuracy, clarity and professionalism when communicating with internal and external parties
+ Work with a sense of urgency, ta...
Wells Fargo is seeking a Senior Philanthropic Associate in Wealth and Investment Management as part of Banking, Lending and Trust. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
**In this role, you will:**
+ Proactively support Sr. Philanthropic Advisor(s) in the day-to-day management of accounts, including: Money movement, overdrafts, routine account maintenance, onboarding submissions for additional accounts for existing clients, account closing and fee discontinuation submissions, prepare, send and track receipt of routine forms and information requests, monitor accounts for sufficient liquidity for upcoming fees, taxes and distributions and, if needed, contact the Portfolio Manager to raise cash
+ Demonstrate responsiveness, accuracy, clarity and professionalism when communicating with internal and external parties
+ Work with a sense of urgency, ta...