Trust officer, Wells Fargo

Wells Fargo

Location:
United States, Pasadena ▼
Austin

Category:
Banking

Contract Type:
Employment contract

Salary:

55300.00 - 108200.00 USD / Year

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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

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Trust officer