Wells Fargo

Trust Officer (Fiduciary Specialist)

Wells Fargo • $80K — $95K *
Atlanta, GA 30349In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2+ years of Fiduciary Products experience or equivalent.
  • Solid understanding of trust administration practices and fiduciary responsibilities.
  • Proven track record managing high net worth client relationships.
  • Experience with complex trust structures.
  • J.D. and/or CTFA preferred.

Responsibilities

  • Administer fiduciary relationships, analyzing documents and implementing estate plans.
  • Engage clients and internal partners to enhance client experience and risk management.
  • Maintain knowledge of internal policies like distributions and KYC requirements.
  • Recommend opportunities for process improvement and control development.
  • Serve as a fiduciary administration expert, interpreting governing instruments and laws.
  • Act as a culture carrier, influencing outcomes and fostering collaboration.
  • Train and mentor junior team members.

Benefits

  • Hybrid work schedule
  • Inclusiveness and team collaboration emphasis
  • Opportunity to train and mentor others
  • Engagement in marketing and development initiatives.
Full Job Description
About this role: Wells Fargo is seeking a Trust Officer (Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services 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 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.
  • 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.
  • Actively train and mentor junior team members.
  • Participate in marketing and development initiatives, in conjunction with team leaders.
Required Qualifications:
  • 2+ 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:
  • Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
  • Proven track record managing high net worth client relationships and portfolios
  • Experience with complex trust structures
  • 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 with the ability to explain difficult financial, tax and legal concepts to internal partners and clients.
Job Expectations:
  • This position offers a hybrid work schedule
  • This position is not eligible for Visa sponsorship.
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Job Location:
  • 3280 Peachtree RD NE, Atlanta GA, 30305
  • 5301 Southwest Pkwy Ste 300, Austin TX, 78735
Posting End Date: 20 Sep 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

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