Trust Officer - Fiduciary Specialist

About the role

Wells Fargo is seeking a Fiduciary Specialist to administer a book of fiduciary relationships within a team-based environment. Key responsibilities include analyzing trust and estate documents, implementing client estate plans, ensuring compliance with fiduciary principles and applicable law, engaging clients and advisors, and identifying process improvement opportunities.

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 distributions, account maintenance, account opening and closing, KYC requirements, 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
• A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management
• Certified Financial Planner (CFP) preferred
• Certified Trust and Financial Advisor (CTFA) preferred
• Strong knowledge and understanding of estate, trust, or fiduciary administration
• Ability to read and interpret legal documents
• Ability to review trust agreement documents and ensure bank compliance
• Work effectively within a team and build strong working relationships across business channels and at all levels of management
• Demonstrate a high level of 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
• Strong leadership, communication, and presentation skills

Desired Qualifications

• Certified Financial Planner (CFP) preferred
• Certified Trust and Financial Advisor (CTFA) preferred
• Strong knowledge and understanding of estate, trust, or fiduciary administration
• Ability to read and interpret legal documents
• Ability to review trust agreement documents and ensure bank compliance
• Work effectively within a team and build strong working relationships across business channels and at all levels of management
• Demonstrate a high level of 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
• Strong leadership, communication, and presentation skills

Job Expectations

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

Information

Posting End Date: 19 Jul 2026
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
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.