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Wells Fargo · 2 weeks ago

Senior Trust Officer - Senior Fiduciary Specialist

Austin, TX

Full-time

Hybrid

Mid, Senior Level

4+ years exp

Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. The role involves administering fiduciary relationships, engaging clients, and ensuring compliance with fiduciary principles and applicable laws, while also mentoring junior team members and participating in marketing initiatives.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

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

Actively train and mentor junior team members

Participate in marketing and development initiatives, in conjunction with team leaders

Qualification

Fiduciary Products experienceTrust administration practicesHigh net worth client managementComplex trust structuresJ.D.CTFAOrganizational skillsConflict resolution skillsLeadership skillsCommunication skillsPresentation skills

Required

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

Preferred

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

Proven track record managing high net worth client relationships and portfolios

Experience with complex trust structures

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, 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 with the ability to explain difficult financial, tax and legal concepts to internal partners and clients