Wells Fargo · 1 month ago
Senior Trust Officer - Senior Fiduciary Specialist
WINSTON SALEM, NC
Full-time
Hybrid
Mid, Senior Level
4+ years expWells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. The role involves preparing estate tax returns, engaging clients, and serving as a subject-matter expert on fiduciary administration.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Prepare and review estate tax returns and interpret estate planning documents
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 including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts
Identify and recommend opportunities for process improvement and control development
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
Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals
Qualification
Required
4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
J.D. preferred
1-4 years of estate tax or fiduciary income tax experience
Knowledge of complex estate planning strategies including tax strategies
Ability to read, interpret and explain will and trust documents, probate laws, and tax provisions
Experience in wealth management with high-net-worth clients of at least ten million dollars
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 with the ability to explain difficult financial, tax and legal concepts to internal partners and clients
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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