Senior Trust Officer, Wells Fargo

Wells Fargo

Location:
United States, Winston Salem

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Trust Officer to join the Personal Trust Market Service Team in Trust Client & Advisor Services within Wealth and Investment Management. This role involves managing fiduciary relationships, interpreting trust documents, engaging with high net-worth clients, and leading team initiatives.

Job Responsibility:

Administer a book of fiduciary relationships within a team-based environment, 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
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
Identify and recommend opportunities for process improvement and control development
Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards
Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals
Actively train and mentor junior team members
Participate in marketing and development initiatives, in conjunction with team leaders

Requirements:

4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
Proven track record managing high net worth client relationships and portfolios
Experience with complex trust structures
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

Additional Information:

Job Posted:
June 13, 2025

Expiration:
June 29, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Trust Officer

Wells Fargo

Location:United States, Winston Salem

Category:Banking

Contract Type:Not provided