Associate Fiduciary Specialist, Wells Fargo

Wells Fargo

Location:
United States, Minneapolis

Category:
Banking

Contract Type:
Employment contract

Salary:

22.36 - 33.51 USD / Hour

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Job Description:

Wells Fargo is seeking an Associate Fiduciary Specialist to 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. The role involves engaging clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.

Job Responsibility:

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

Requirements:

6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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

Nice to have:

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

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
April 29, 2025

Expiration:
May 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Associate Fiduciary Specialist