Senior Trust Officer senior Fiduciary Specialist - Personal Trust Market Service Team

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Senior Trust Officer (Senior Fiduciary Specialist) - Personal Trust Market Service Team

The candidate will read, interpret and apply complex 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. Administer large and complex trust portfolio initiatives and deliverables within Fiduciary functional area and contribute to large scale planning. Coordinate with business partners regarding investment management issues. Identify issues and research across jurisdictions. Create, enhance, and expand customer relationships. Review and analyze large, complex business trust asset portfolio challenges that require an in depth evaluation of variable factors. Develop new business through servicing customers and interaction with external resources. Manage probate and trust estates following the death of an existing Wells Fargo client. Oversee complex, unique needs of estates and trusts during the death settlement process. Resolve moderately complex trust asset portfolio issues and lead Fiduciary team to meet servicing deliverables. Consult with outside attorneys, accountants, and other Centers of Influence in managing and controlling risk. Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements. Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals. Must have 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Strong knowledge and understanding of estate, trust, or fiduciary administration. A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management. Certified Trust and Financial Advisor (CTFA). Ability to read and interpret legal documents. Ability to review trust agreement documents and ensure bank compliance. 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 exercise independent judgment to identify and resolve problems. Ability to work effectively in a team environment. Strong risk management and compliance skills.

Additional Information

Job ID: R-219406.

Company info

Wells Fargo
111 W. Ocean Boulevard
Long Beach
California
United States 90802-4632
Website : https://www.wellsfargo.com/