Trust Officer - Fiduciary Specialist

About the role

Wells Fargo is seeking a Fiduciary Specialist in Wells Fargo Trust as part of Wealth and Investment Management. This role involves administering a book of fiduciary relationships within a team-based environment, engaging clients, advisors, and internal partners to deliver a high-touch client experience, and serving as a subject-matter expert on fiduciary administration.

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
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, annual account reviews, and management of 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, education

Desired Qualifications

• Strong knowledge and understanding of estate, trust, or fiduciary administration
• A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• Ability to read and interpret legal documents
• Ability to review trust agreement documents and ensure bank compliance
• Strong analytical skills with high attention to detail and accuracy
• Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint) skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to interact with all levels of an organization
• Ability to exercise independent judgment to identify and resolve problems
• Strong risk management and compliance skills
• Ability to communicate with beneficiaries, co-trustees, and clients

Job Expectations

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship