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Fiduciary Specialist - Quality and Initiative Project Team

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Fiduciary Specialist on the Quality and Initiative Project Team in Trust Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at .

In this role, you will:

  • Focus on root cause analysis of client complaints for clients who utilize Trust Services product and services
  • Work with Trust Services leadership to form recommendations for specific training around common trends, whether they be at the individual, team or product/service levels
  • Interface with Relationship Managers on specific client situations
  • Interact with clients and/or prepares client correspondence in response to escalations 
  • Work with the Trust Services leadership team on additional projects related to the trust transformation model, including analysis, project management, project participation, etc ​
  • Participate in less complex day to day activities associated with managing and controlling risk of trust accounts in compliance with governing document, bank policy and procedure as well as statutory and common law requirements
  • Administer client accounts in order to create, expand, and serve relationships
  • Identify customer needs and offer solutions
  • Review and analyze probate and administrative trust portfolios that require research, evaluation, and selection of alternatives and exercise independent judgment to guide medium risk deliverables
  • Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements in Fiduciary Products functional area
  • Mentor and provide work direction
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

  • Knowledge and understanding of fiduciary terminology and fiduciary administration
  • Project management experience
  • Ability to read and interpret legal documents
  • Ability to review trust agreement documents and ensure bank compliance
  • Ability to take initiative and work independently with minimal supervision in a structured environment
  • Ability to exercise independent judgment to identify and resolve problems
  • Ability to work effectively in a team environment
  • A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management
  • Certificated Trust and Financial Advisor or working towards obtaining this certification
  • 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
  • Exposure to Wells Fargo ClientLink application

Salary range is determined by the location of the job
The salary range displayed below is based on a Full-time 40 hour a week schedule.

NV-Las Vegas: 55,300.00 - 98,300.00 USD Annual

PA-Philadelphia: 60,800.00 - 108,200.00 USD Annual

DE-Wilmington: ​60,800.00 - 108,200.00 USD Annual

TX-Austin: 55,300.00 - 98,300.00 USD Annual

CA-Long Beach: ​60,800.00 - 108,200.00 USD Annual
MN-Minneapolis: 55,300.00 - 98,300.00 USD Annual

NC-Winston Salem: 55,300.00 - 98,300.00 USD Annual

This position may be eligible for a sign-on bonus as well as a discretionary bonus.

Required location(s) listed above. Relocation assistance is not available for this position.

This position is not eligible for a Visa sponsorship.

Pay Range

$48,100.00 - $85,500.00 Annual

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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