Trust Officer - Fiduciary Specialist
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About The Position
Wells Fargo is seeking a 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 specialist will engage clients, advisors, and internal partners to deliver a high-touch client experience while adhering to a strong risk management framework. The position requires building and maintaining knowledge of internal policies and procedures, identifying opportunities for process improvement, and serving as a subject-matter expert on fiduciary administration. The role also emphasizes the importance of creating an inclusive, collaborative, and client-focused environment for fiduciary professionals.
