Associate Estate Trust Officer - Associate Fiduciary Specialist

Wells Fargo Bank•Boca Raton, FL

4d•Hybrid

About The Position

Wells Fargo is seeking an Associate Estate Trust Officer – Associate Fiduciary Specialist focused on Estate Services within the Banking, Lending, and Trust division of Wealth and Investment Management. This role involves working with a team of fiduciary professionals to administer a book of fiduciary relationships. Responsibilities include analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law. The role also requires engaging clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework. Key tasks include executing client requests such as money movement, investment implementation, and account management. The position also focuses on developing a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards, and prudent investing. Building and maintaining knowledge of internal policies and procedures related to distributions, account maintenance, account opening/closing, KYC requirements, annual account reviews, and overdraft management is crucial. Additionally, the role involves developing the ability to identify fiduciary risk and escalate appropriately, and acting as a culture carrier for the firm to influence outcomes and build an inclusive, collaborative, and client-focused environment.

Requirements

6+ months of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education.
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
Demonstrate a high level of organizational skills, including time and priority management.
Collaborate effectively with relationship team members, client’s advisors and other colleagues.
Solutions-oriented and able to operate within a diverse, fast-paced environment.
Strong conflict resolution skills.
Strong leadership, communication and presentation skills.

Nice To Haves

J.D., CFP, or CTFA preferred.
Knowledge and understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations.
MS Office (Teams, Word, Outlook, Excel and PowerPoint).

Responsibilities

Administer a book of fiduciary relationships.
Analyze trust and estate documents.
Implement client estate plans.
Ensure client accounts are managed in accordance with sound fiduciary principles and applicable law.
Engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework.
Execute on client requests, including money movement, investment implementation and account management.
Build a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards and prudent investing.
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
Develop an ability to identify fiduciary risk and escalate appropriately.
Act as a culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.