Associate Estate Trust Officer – Associate Fiduciary Specialist

Wells Fargo

Associate Estate Trust Officer managing fiduciary relationships within the Banking, Lending, and Trust division. Working with clients, advisors, and internal partners to ensure sound fiduciary principles are followed.

Posted 7/3/2026full-timeBoca Raton • Florida, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Work with a team of fiduciary professionals to administer a book of 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.

Requirements

What you’ll need

6+ months of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education.
J.D., CFP, or CTFA preferred
Knowledge and understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
MS Office (Teams, Word, Outlook, Excel and PowerPoint)
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

Benefits

Comp & perks

Hybrid work schedule
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Trust AccountingEstate Settlement ProcessesFiduciary ResponsibilitiesKYC RequirementsInvestment ImplementationAccount ManagementRisk IdentificationDiscretionary Distribution StandardsPrudent InvestingAccount Maintenance

Soft Skills

Organizational SkillsTeam CollaborationCommunication SkillsLeadership SkillsSolutions-Oriented Mindset

Certifications

J.D.CFPCTFA