Job Duties:

• Administer large and complex trust portfolio initiatives and deliverables within Fiduciary functional area and contribute to large scale planning
• Coordinate with business partners regarding investment management issues
• Identify issues and research across jurisdictions
• Create, enhance, and expand customer relationships
• Review and analyze large, complex business trust asset portfolio challenges that require an in-depth evaluation of variable factors
• Develop new business through servicing customers and interaction with external resources
• Manage probate and trust estates following the death of an existing Wells Fargo client
• Oversee complex, unique needs of estates and trusts during the death settlement process
• Resolve moderately complex trust asset portfolio issues and lead Fiduciary team to meet servicing deliverables
• Consult with outside attorneys, accountants, and other Centers of Influence in managing and controlling risk
• Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

• 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong knowledge and understanding of estate, trust, or fiduciary administration
• A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management
• Certified Trust and Financial Advisor (CTFA)
• Ability to read and interpret legal documents
• Ability to review trust agreement documents and ensure bank compliance
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to interact with all levels of an organization
• Ability to exercise independent judgment to identify and resolve problems
• Ability to work effectively in a team environment

Posted On: Monday, October 3, 2022