Associate Philanthropic Trust Officer, Wells Fargo

Wells Fargo

Location:
United States, Winston Salem

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Work with a team of fiduciary professionals to administer philanthropic fiduciary relationships, analyzing trust documents, implementing estate plans, and ensuring accounts are managed according to fiduciary principles and applicable law within a strong risk management framework.

Job Responsibility:

Administer a book of philanthropic fiduciary relationships
Analyze trust and estate documents
Implement client estate plans
Ensure 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
Execute on client requests including money movement, investment implementation and account management
Build and maintain strong knowledge of internal policies and procedures
Identify fiduciary risk and escalate appropriately

Requirements:

6+ months of Fiduciary Products experience or equivalent demonstrated through work experience, training, military experience, or 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 certification
Strong conflict resolution skills
Strong leadership, communication and presentation skills

Additional Information:

Job Posted:
August 24, 2025

Expiration:
September 07, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Associate Philanthropic Trust Officer