Senior Trust Officer – Senior Fiduciary Specialist
| Company | Wells Fargo |
|---|---|
| Location | Winston-Salem, NC, USA, Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | JD |
| Experience Level | Mid Level, Senior |
Requirements
- 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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.
Preferred 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 with the ability to explain difficult financial, tax and legal concepts to internal partners and clients.