Trust Officer - Fiduciary Specialist, Wells Fargo

Wells Fargo

Location:
United States, Las Vegas

Category:
Banking

Contract Type:
Employment contract

Salary:

60000.00 - 91000.00 USD / Year

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Job Description:

Administer fiduciary relationships, analyze trust and estate documents, implement client estate plans, and ensure accounts are managed according to fiduciary principles and applicable law. Serve high-net-worth and ultra-high-net-worth clients with personalized wealth and asset management services.

Job Responsibility:

Administer a book of fiduciary relationships within a team-based environment
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 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

Requirements:

2+ years of Fiduciary Products experience or equivalent demonstrated through work experience, training, military experience and education
Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
Ability to manage a book of fiduciary accounts, including trusts, estates, investment agency, and custodial accounts
Experience interpreting trust agreements and legal documentation
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
Experience in wealth and investment management
Experience with high-net-worth and ultra-high-net-worth clients

What we offer:

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

Additional Information:

Job Posted:
August 24, 2025

Expiration:
September 06, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Trust Officer - Fiduciary Specialist