Senior Estate Officer – Senior Fiduciary Specialist

Wells Fargo

Senior Estate Trust Officer managing a book of fiduciary relationships and client estate plans. Engaging clients and advising on fiduciary administration policies while mentoring junior team members.

Posted 7/15/2026full-timeSan Diego • California • 🇺🇸 United StatesSenior💰 $92,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary administration, including trust and estate document analysis, client estate plan implementation, and adherence to fiduciary principles and applicable laws. Proven ability to manage complex fiduciary accounts while providing high-touch client experiences and mentoring junior team members.

Highest-signal resume keywords

Fiduciary Products ExperienceTrust Administration PracticesEstate Planning StrategiesJ.D. and/or CTFAConflict Resolution Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust Document AnalysisEstate Plan ImplementationFiduciary PrinciplesTax StrategiesAccount ManagementTrust Agreement InterpretationEstate Settlement ProcessesKYC RequirementsProcess ImprovementRisk Management

Soft Skills

Leadership SkillsCommunication SkillsOrganizational SkillsCollaboration SkillsSolutions-Oriented Mindset

Certifications & Qualifications

J.D.CTFA

Industry Keywords

Fiduciary RelationshipsClient ExperienceAccount MaintenanceOverdraft ManagementAnnual Account ReviewsTeam-Based EnvironmentClient AdvisorsThought LeadershipInclusive EnvironmentFinancial Concepts

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education.
Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer
Knowledge of complex estate planning strategies including tax strategies
Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
Ability to manage a complex book of fiduciary accounts acting as the primary point of contact for beneficiaries and related parties
Experience interpreting trust agreements and legal documentation
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.

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement