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Associate Trust Officer – Associate Fiduciary Specialist
| Company | Wells Fargo |
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| Location | Long Beach, CA, USA |
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| Salary | $24.57 – $36.88 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Entry Level/New Grad |
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Requirements
- 6+ months of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education.
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.
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.
