Trust Officer - Fiduciary Specialist
About The Position
Wells Fargo is seeking a Fiduciary Specialist. In this role, you will administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law. You will engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework. You will 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. You will identify and recommend opportunities for process improvement and control development. You will serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards. You will act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative, and client-focused environment for our fiduciary professionals.
Requirements
- 2+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management
- Certified Financial Planner (CFP) preferred
- Certified Trust and Financial Advisor (CTFA) preferred
- Strong knowledge and understanding of estate, trust, or fiduciary administration
- Ability to read and interpret legal documents
- Ability to review trust agreement documents and ensure bank compliance
- 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.
Responsibilities
- Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring 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.
- 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.
- Identify and recommend opportunities for process improvement and control development.
- Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
- Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
Benefits
- Wells Fargo is an equal opportunity employer.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
