Trust Advisor - Lead Fiduciary Specialist
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About The Position
Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist to administer a book of fiduciary relationships within a team-based environment. This role involves 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 Trust Advisor will engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework. The position requires building and maintaining a strong knowledge of internal policies and procedures, identifying opportunities for process improvement, and serving as a subject-matter expert on fiduciary administration. Additionally, the Trust Advisor will act as a thought leader and culture carrier for the firm, actively train and mentor junior team members, and participate in marketing and development initiatives.
