Senior Fiduciary Coordinator
George J Brodbeck
Wells Fargo
Norristown,PA
Summary
Wealth management and fiduciary professional with 8+ years of financial services experience resolving complex client, account, and trust-administration issues. Managed fiduciary administration across 1,200+ accounts and 65+ advisor relationships, with experience identifying documentation and account discrepancies, interpreting governing documents, coordinating remediation, and helping clients receive funds and services accurately and promptly. Trusted to partner across advisors, operations, legal counsel, tax professionals, and internal teams while maintaining strong regulatory, risk-management, and client-service standards.
11
Years of experience
Work History
Associate Fiduciary Specialist
5 Years- Administered fiduciary accounts by interpreting trust estate and guardianship documentation across 1200+ individual accounts and 65+ advisor relationships in Pennsylvania, Delaware, and New Jersey.
- Coordinated cross-functional collaboration with financial advisors, legal counsel, tax professionals, operations, and internal teams to research governing documentation, resolve account discrepancies, and determine fiduciary actions supporting appropriate account management.
- Reviewed financial and account scenarios to assess compliance risk, maintain accurate administration, and align governing-document provisions with execution activities.
- Investigated trust account activity against trust-document provisions to locate longstanding income-payment discrepancy; calculated income owed across multiple years and remitted payments to bring account into alignment with governing document.
- Coordinated end-to-end client distribution workflow, spanning multiple beneficiaries and financial advisors, verifying distribution calculations documentation and confirming account actions followed trustee instructions.
- Completed governing-document reviews to support accurate identification of authorized parties for account transactions and closures, aligning fiduciary team required account updates with operations group.
- Reviewed documentation across a portfolio of 1200+ accounts, reducing errors by 15% through detailed quality checks, proactive issue identification, and resolution.
Customer Service Representative
3 Years 8 Months- Delivered end-to-end brokerage client support for account product, digital-access access, and transaction-related requests to resolve inbound client needs, handling 40+ interactions per day.
- Assessed client needs and guided navigation of brokerage products, online tools, account servicing requirements, and supporting documentation while providing tailored support and resolving service issues.
- Identified documentation errors, coordinated correction of disbursement paperwork, and obtained exception approvals to expedite client fund release for urgent financial requirements.
- Investigated address-change data mismatch across required systems, updated records to correct statement delivery, and escalated issue through formal complaint on client’s behalf following failed prior attempts.
- Owned troubleshooting efforts for complex online-access issues and provided individualized client guidance while increasing digital platform adoption by 20%.
- Collaborated to launch and establish service standards for firm first live-chat channel to support 50+ client inquiries per week and expand clients’ access to digital service.
- Selected as subject matter expert, led onboarding training for 20+ new hires covering brokerage services client-service practices, systems, and operational procedures, and facilitated quarterly team workshops.
- Supported operations by guiding clients through brokerage-linked credit card product enrollment and account-linking requirements to ensure accurate completion for a diverse client base including newly drafted NFL players.
Early Morning Flow Team Member
2 Years 4 Months- Oversaw overnight inventory replenishment and merchandising workflows to support consistent operational execution, processing 1500+ items daily for a 150,000-square-foot store.
- Coordinated movement of incoming merchandise from backroom storage to appropriate sales-floor areas to help maintain inventory flow during overnight replenishment.
- Supported operations through direct customer service by assisting guests with product questions, item location guidance, and other store requirements.
- Improved overnight stocking efficiency by using pallet jacks to transport boxed inventory in larger quantities from storerooms to designated store areas, clearing backroom inventory more efficiently.
Quick Service Food and Beverage Cast Member
3 Months- Served high-volume food-and-beverage demand at Columbia Harbor House in Magic Kingdom to support Disney guest-service and operational standards.
- Collaborated across restaurant functions with cast members to support efficient operations and sustain positive guest experience during high-volume park service.
- Provided personalized guest service beyond routine food-and-beverage transactions to address individual guest needs and support positive experience creation.
- Delivered service recognition by gifting uniform American Flag Mickey pin to a veteran guest, inspiring supervisor to purchase additional pins for further veteran guest acknowledgment.
Education
Bachelor of Science - Communication Studies
Minor in Journalism
Skills
Fiduciary Administration
Trust & Estate Administration
Legal Document Interpretation
Client Relationship Management
Advisor Support
Account Administration & Maintenance
Client Onboarding
Investment Account Servicing
High-Net-Worth Client Service
Client Documentation
Brokerage Services
Cash Management
Wire Transfers
Portfolio Administration
Regulatory Compliance
Risk Management
Process Improvement
Salesforce CRM
Microsoft Excel
Word & PowerPoint
Google Workspace
Adobe Acrobat
Adobe Creative Suite
Interests
Cooking
Working out at the gym
Following Philadelphia sports teams
Timeline
Associate Fiduciary Specialist
Wells Fargo
10.2021 - Current
Customer Service Representative
Wells Fargo Advisors
01.2018 - 09.2021
Early Morning Flow Team Member
Target
09.2015 - 01.2018
Quick Service Food and Beverage Cast Member
Walt Disney World Resort
05.2015 - 08.2015
University of North Carolina at Charlotte
Bachelor of Science from Communication Studies