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Wells Fargo · 2 months ago

Trust Officer - Fiduciary Specialist

AUSTIN, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Wells Fargo is a leading financial services company seeking a Fiduciary Specialist to administer fiduciary relationships and provide personalized advice to high-net-worth clients. The role involves engaging with clients and internal partners to ensure compliance with fiduciary principles while delivering a high-touch client experience.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

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

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 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

Qualification

Fiduciary Products experienceJ.D.CFPCTFATrust administrationEstate planningConflict resolutionLeadership skillsCommunication skillsPresentation skillsOrganizational skillsTeam collaboration

Required

2+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education