Associate Estate Trust Officer Associate Fiduciary Specialist

Banking, Lending, & Trust (BL&T) At Wells Fargo

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. 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 high-net-worth and ultra-high-net-worth 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 an Associate Estate Trust Officer Associate Fiduciary Specialist focused on Estate Services within the Banking, Lending, and Trust division of Wealth and Investment Management. Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo.

Work with a team of fiduciary professionals to administer a book of fiduciary relationships, 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.

Execute on client requests, including money movement, investment implementation and account management.

Build a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards and prudent investing.

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.

Develop an ability to identify fiduciary risk and escalate appropriately.

Act as a culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.

Required Qualifications

6+ months of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following : work experience, training, military experience and education.

Desired Qualifications

J.D., CFP, or CTFA preferred

Knowledge and understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations

MS Office (Teams, Word, Outlook, Excel and PowerPoint)

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, 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

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.

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.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution 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 commensurate with the business unit's risk appetite and all risk and compliance program requirements. 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, visit Disability Inclusion at Wells Fargo.

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements :

a. Third-Party 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.

Req Number : R-508573