Trust Officer (Fiduciary Specialist)

at  Wells Fargo

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Read, interpret and apply trust document language to specific situations; making frequent distributions of cash or assets
• Conduct comprehensive reviews of account activity and terms of all types of accounts following Wells Fargo policies/procedures
• Provide the general administration for a book of assigned investment management and trust accounts
• Perform fiduciary duties as an officer of the bank
• Participate in less complex day to day activities associated with managing and controlling risk to the probate or trust accounts in compliance with governing document, bank policy and procedure as well as statutory and common law requirements
• Administer client accounts in order to create, expand, and serve relationships
• Identify customer needs and offer solutions
• Review and analyze probate and administrative trust portfolios that require research, evaluation, and selection of alternatives and exercise independent judgment to guide medium risk deliverables
• Set up, administer, terminate and distribute complex accounts of all types
• Develop knowledge of investment strategies, objectives, and asset allocations
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements in Fiduciary Products functional area
• Mentor and provide work direction
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirementsRequired Qualifications:
• 2+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:
• Knowledge and understanding of estate, trust, or fiduciary administration
• Ability to review trust agreement documents and ensure bank compliance
• Ability to read and interpret legal documents
• A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management
• Certified Trust and Financial Advisor (CTFA) or working towards obtaining this certification
• Intermediate Microsoft Office skills
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to interact with all levels of an organization
• Ability to take initiative and work independently with minimal supervision in a structured environment
• Ability to work effectively in a team environment
• Solid problem-solving skills

Job Location

• 100 N 18th ST, Philadelphia PA, 19103

Job Expectation

• Ability to work in a hybrid environment which you will be required to work at least 3 days in the office and 2 days remote

Required location listed above. Relocation assistance may be available for this position.
May be considered for a discretionary bonus as well as a sign-on bonus.
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This position is not eligible for a Visa sponsorship.