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Wells Fargo · 1 week ago

Associate Estate Trust Officer -- Associate Fiduciary Specialist

Charlotte, NC

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Wells Fargo is a leading financial services company that is looking for talented individuals to enhance its customer-centric approach. The Associate Estate Trust Officer - Associate Fiduciary Specialist will focus on administering fiduciary relationships, ensuring compliance with fiduciary principles, and delivering exceptional client experiences within the Banking, Lending, and Trust division.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Qualification

Fiduciary Products experienceTrust administration practicesEstate settlement processesJ.D.CFPCTFAMS OfficeOrganizational skillsTeam collaborationConflict resolutionLeadership skillsCommunication skillsPresentation skills

Required

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

Preferred

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