Wells Fargo

Senior Trust Officer - Senior Fiduciary Specialist

Wells Fargo • $90K — $120K *
Wilmington, DE 19805In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 4+ years of Fiduciary Products experience or equivalent work experience, training, military experience, and education.
  • Strong understanding of estate, trust, or fiduciary administration.
  • Bachelor's degree or higher in law or trust and wealth management preferred.
  • Certified Trust and Financial Advisor (CTFA) designation.
  • Ability to read and interpret legal documents for compliance.

Responsibilities

  • Administer a portfolio of moderately complex fiduciary relationships within a team environment.
  • Engage clients and partners to provide a high-touch service experience under a strong risk management framework.
  • Independently resolve moderately complex issues using knowledge of policies and procedures.
  • Identify and promote process improvement and control development.
  • Act as a subject-matter expert on fiduciary administration and guide team on compliance matters.
  • Mentor and train lower-level staff within the fiduciary area.
  • Contribute to marketing and development initiatives with team leaders.

Benefits

  • Hybrid work schedule.
  • Opportunity for professional development and mentorship.
  • Collaborative team environment with client engagement and support.
  • Access to extensive resources from a well-established financial institution.
  • Career advancement opportunities within the Wealth and Investment Management sector.
Full Job Description

About this role:

Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) in Wells Fargo Trust as part of Wealth and Investment Management. Learn more about the career areas and lines of business at

In this role, you will:

  • Administer a book of moderately complex fiduciary relationships within a team-based environment, including analyzing trust and estate documents, administering directed and discretionary trusts, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles, and applicable laws.
  • Engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework
  • Independently resolve moderately complex issues while leveraging solid knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, Know Your Client (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 for moderately complex accounts, and Provide guidance on interpreting governing instruments, applying fiduciary principles, and ensuring compliance with prudent investing standards
  • Serve as a peer mentor to actively train and mentor lower-level staff
  • Participate in marketing and development initiatives, in conjunction with team leaders

Required Qualifications:

  • 4+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and 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
  • Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint) skills
  • 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
  • Strong risk management and compliance skills
  • Ability to communicate with beneficiaries, co-trustees and clients

Job Expectations:

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

Posting End Date:

9 Aug 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Wells Fargo

More Finance & Insurance Jobs

Find similar Senior Trust Officer - Senior Fiduciary Specialist jobs:

NationwideWilmington, DE