Senior Trust Officer - Senior Fiduciary Specialist
Senior Trust Officer - Senior Fiduciary Specialist
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1 Vacancy
Job Description
At Wells Fargo we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Banking Lending & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to highnetworth and ultrahighnetworth individuals and families based on needs related to banking custom lending and trust services. These bank specialists leverage resources valuable research relationships custom solutions and highly tuned strategies to address clients unique needs and aspirations.
BL&T further provides guidance on a variety of banking and fiduciary topics including investment management general trust administration specialty trusts custody tax specialty assets regulatory privacy ecommerce deposit relationship and strategy and business strategies. The section also provides support to the WIM Diverse Segments group including WIM referral activity.
Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services including:
Personal trust services.
Estate services.
Philanthropic services.
Closely held asset management.
Real estate and loan asset management.
Oil gas and mineral management.
Legacy trust services.
Special needs trust services.
Managed Individual Retirement Accounts (IRA).
About this role:
Wells Fargo is seeking a Senior Trust Officer...
Working at Wells Fargo Jobs and Careers at Wells Fargo (wellsfargojobs)
In this role you will:
- Administer a book of fiduciary relationships within a teambased 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 hightouch 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 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 subjectmatter 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 clientfocused environment for our fiduciary professionals.
- Actively train and mentor junior team members.
- Participate in marketing and development initiatives in conjunction with team leaders.
Required Qualifications:
- 4 years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education
Desired Qualifications:
- 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.
- Demonstrate a high level of organizational skills including time and priority management.
- Collaborate effectively with relationship team members clients advisors and other colleagues.
- Solutionsoriented and able to operate within a diverse fastpaced environment.
- Strong conflict resolution skills.
- Strong leadership communication and presentation skills with the ability to explain difficult financial tax and legal concepts to internal partners and clients.
Job Expectations:
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
21 Mar 2025*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo we believe in diversity equity and inclusion in the workplace; accordingly we welcome applications for employment from all qualified candidates regardless of race color gender national origin religion age sexual orientation gender identity gender expression genetic information individuals with disabilities pregnancy marital status status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliancedriven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for of all applicable risk programs (Credit Market Financial Crimes Operational Regulatory Compliance) which includes effectively following and adhering to applicable Wells Fargo policies and procedures appropriately fulfilling risk and compliance obligations timely and effective escalation and remediation of issues and making sound risk decisions. There is emphasis on proactive monitoring governance risk identification and escalation as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates including women persons with disabilities aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process visitDisability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. ThirdParty recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Required Experience:
Senior IC
Employment Type
Full-Time
