Senior Trust Officer - Senior Fiduciary Specialist

About the role

The ideal candidate will possess a strong working knowledge of fiduciary income taxation and its practical application to trust and estate administration. This includes the ability to identify tax-related risks, coordinate with internal and external tax professionals, and ensure accurate and compliant administration throughout the trust lifecycle.

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. Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.

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
• 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
• Actively train and mentor junior team members
• Participate in marketing and development initiatives, in conjunction with team leaders

Requirements

• 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
• Demonstrated expertise in trust/estate terminations and transfers, including final distributions, trustee transitions, asset movement controls, and audit-ready documentation
• Strong HNW client orientation with excellent written and verbal communication skills; ability to explain complex fiduciary matters clearly to beneficiaries, attorneys, and advisors
• Executive presence with experience presenting concise updates, risks, and recommendations to senior leadership and driving decisions/escalations to closure
• Proven track record managing high net worth client relationships and portfolios
• Experience with complex trust structures
• J.D. and/or CTFA preferred
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• Strong 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

Qualifications

• 4+ 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. and/or CTFA preferred
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• Strong 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

Skills

• Strong working knowledge of fiduciary income taxation and its practical application to trust and estate administration
• Expertise in trust/estate terminations and transfers, including final distributions, trustee transitions, asset movement controls, and audit-ready documentation
• Strong HNW client orientation with excellent written and verbal communication skills; ability to explain complex fiduciary matters clearly to beneficiaries, attorneys, and advisors
• Executive presence with experience presenting concise updates, risks, and recommendations to senior leadership and driving decisions/escalations to closure
• Proven track record managing high net worth client relationships and portfolios
• Experience with complex trust structures
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• Strong 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

Benefits

• Hybrid work schedule

Pay

• N/A

Schedule

• N/A

Company

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.