Philanthropic Trust Officer – Fiduciary Specialist, Wells Fargo

Philanthropic Trust Officer – Fiduciary Specialist

Wells Fargo

Location:
United States, Winston Salem

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Administer philanthropic fiduciary relationships, analyze trust documents, ensure compliance with fiduciary principles and law, engage clients and advisors, deliver high-touch client experience within risk management framework.

Job Responsibility:

Administer a book of philanthropic fiduciary relationships within a team-based environment
Analyze trust documents and 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 within a strong risk management framework
Build and maintain a strong knowledge of internal policies and procedures
Identify and recommend opportunities for process improvement and control development
Serve as a subject-matter expert on fiduciary administration
Act as a thought leader and culture carrier for the firm
Participate in marketing and development initiatives

Requirements:

2+ years 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 with the ability to explain difficult financial, tax and legal concepts to internal partners and clients
Previous work with or at a nonprofit organization

Nice to have:

J.D. and/or CTFA preferred
Previous work with or at a nonprofit organization

Additional Information:

Job Posted:
August 27, 2025

Expiration:
September 09, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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