Associate Estate Trust Officer - Associate Fiduciary Specialist

About the role

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.

Responsibilities

• Work with a team of fiduciary professionals to administer a book of fiduciary relationships, 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.
• 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.
• 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.

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.

Qualifications

• 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)
• Effective teamwork and building strong working relationships across business channels and at all levels of management
• Organizational skills, including time and priority management
• Collaboration 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