Trust Officer - Fiduciary Specialist

Wells Fargo

Philadelphia, PA, US
Hybrid
Fiduciary relationship administration
Analyze trust and estate documents
Client estate plan implementation
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

Job Summary

  • 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.
  • 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.

Matching Summary

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.

Skills & Requirements

Must-have

  • Fiduciary relationship administration
  • Analyze trust and estate documents
  • Client estate plan implementation
  • Fiduciary principles adherence
  • Applicable law compliance
  • High-touch client experience delivery
  • Risk management framework application

Nice-to-have

  • Solutions-oriented mindset
  • Collaborative team player
  • Client-focused environment builder
  • Conflict resolution skills
  • Strong leadership presence

Key Requirements

  • 2+ years of Fiduciary Products experience
  • JD and/or CTFA preferred
  • Ability to manage a book of fiduciary accounts
  • Experience interpreting trust agreements and legal documentation

Work Rights

Not specified

Tailored Resume

Cover Letter