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Trust officer

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Pasadena

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

55300.00 - 108200.00 USD / Year

Job Description:

Wells Fargo is seeking a Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. The role involves administering Special Needs Trusts for beneficiaries with disabilities, ensuring compliance with legal and regulatory requirements, and collaborating with various professionals to provide solutions for disabled individuals and their families.

Job Responsibility:

  • Administer Special Needs Trusts as part of a team for the benefit of beneficiaries with varying degrees of disability and/or incapacity
  • Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal requirements
  • Work with families of disabled individuals and field trust officers to determine needs of beneficiaries and appropriate distributions from trusts
  • Administer trusts in a manner that prevents disqualification of beneficiaries from SSI/Medicaid and other means tested government benefit programs
  • Work with a variety of professionals, including attorneys, tax professionals, social workers, case managers, and health care professionals to develop and offer solutions to problems facing disabled individuals and their families
  • Identify risk issues on Special Needs Trust accounts, and work to resolve such issues
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements:

  • 2+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience administering Special Needs Trusts
  • J.D. and/or CTFA preferred
  • Knowledge of Medicaid/Medicare and Social Security benefit programs
  • Experience interacting or communicating with trust beneficiaries, and/or with families of disabled individuals
  • Knowledge and understanding of estate, trust, or fiduciary administration
  • Ability to read and interpret legal documents
  • Ability to review trust agreement documents and ensure bank compliance
  • Demonstrate a high level of organizational skills, including time and priority management
  • Ability to work effectively within a team and build strong working relationships across business channels and at all levels of 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
  • Intermediate Microsoft Office skills

Nice to have:

  • J.D. and/or CTFA preferred
  • Knowledge of Medicaid/Medicare and Social Security benefit programs
  • Experience interacting or communicating with trust beneficiaries, and/or with families of disabled individuals
  • Knowledge and understanding of estate, trust, or fiduciary administration
  • Ability to read and interpret legal documents
  • Ability to review trust agreement documents and ensure bank compliance
  • Demonstrate a high level of organizational skills, including time and priority management
  • Ability to work effectively within a team and build strong working relationships across business channels and at all levels of 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
  • Intermediate Microsoft Office 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:
June 15, 2025

Expiration:
June 23, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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