Wells Fargo Associate Philanthropic Trust Officer - Fiduciary Specialist 

United States, California 

727773984

Banking, Lending, & Trust (BL&T)

Philanthropic trust advisors discuss the philanthropic needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services.

In this role, you will:

• Work with a team of fiduciary professionals to administer a book of philanthropic fiduciary relationships, 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.
• Execute on client requests, including money movement, investment implementation and account management.
• Build a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards and prudent investing.
• 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.
• Develop an ability to identify fiduciary risk and escalate appropriately.
• Act as a culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.

Required Qualifications:

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

Desired Qualifications:

• J.D. and/or CTFA preferred
• 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.

Job Location:

• 2829 Townsgate Rd, Westlake Village CA, 91361
• 433 N Camden Dr, Beverly Hills CA, 90210

Job Expectations:

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship

Pay Range

$24.57 - $36.88

31 Mar 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.