Trust Officer - Special Needs Trust Services Fiduciary Specialist
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About The Position
Wells Fargo is seeking a Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. In this role, you will administer Special Needs Trusts as part of a team for the benefit of beneficiaries with varying degrees of disability and/or incapacity. You will work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal requirements. Additionally, you will work with families of disabled individuals and field trust officers to determine needs of beneficiaries and appropriate distributions from trusts. Your responsibilities will include administering trusts in a manner that prevents disqualification of beneficiaries from SSI/Medicaid and other means tested government benefit programs, identifying risk issues on Special Needs Trust accounts, and collaborating with peers, colleagues, and managers to resolve issues and achieve goals.
