Estate Trust Officer- Fiduciary Specialist

About the role

The Estate Trust Officer - Fiduciary Specialist within Wells Fargo's Banking, Lending, and Trust division of Wealth and Investment Management is responsible for administering a book of fiduciary relationships within a team-based environment. Key responsibilities include analyzing trust and estate documents, implementing client estate plans, and ensuring compliance with fiduciary principles and applicable law.

Responsibilities

• Analyze trust and estate documents
• Implement client estate plans
• Ensure 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
• Manage a book of fiduciary accounts, including trusts, estates, investment agency, and custodial accounts
• Interpret trust agreements and legal documentation
• Work effectively within a team and build strong working relationships across business channels and at all levels of management
• Manage KYC requirements, annual account reviews, and 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

Requirements

• 2+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
• J.D./CTFA preferred
• Strong understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
• Effective management of a book of fiduciary accounts, including trusts, estates, investment agency, and custodial accounts
• Ability to interpret trust agreements and legal documentation
• Strong organizational skills, including time and priority management
• Collaborative and solution-oriented approach
• Strong conflict resolution skills
• Strong leadership, communication, and presentation skills

Desired Qualifications

• Strong understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
• Effective management of a book of fiduciary accounts, including trusts, estates, investment agency, and custodial accounts
• Ability to interpret trust agreements and legal documentation
• Strong organizational skills, including time and priority management
• Collaborative and solution-oriented approach
• Strong conflict resolution skills
• Strong leadership, communication, and presentation skills