Associate Trust Officer

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

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 a Associate Trust Officer Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

• 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, education

Desired Qualifications:

• 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.

Job Expectations:

Posting End Date:

*Job posting may come down early due to volume of applicants.

Applicants with Disabilities

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

Drug and Alcohol Policy

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.