Associate Estate Trust Officer – Associate Fiduciary Specialist

Wells Fargo

. Administer a book of fiduciary relationships with a team of fiduciary professionals .

Posted 10/7/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in fiduciary administration, including trust accounting and estate planning, while ensuring compliance with applicable laws and internal policies. Strong ability to engage clients and collaborate with team members to deliver exceptional service within a risk management framework.

Highest-signal resume keywords

Fiduciary Products ExperienceTrust Administration PracticesEstate Settlement ProcessesMS Office SuiteConflict Resolution Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Trust AccountingDiscretionary Distribution StandardsPrudent InvestingKYC RequirementsAccount ManagementInvestment ImplementationAccount Opening and ClosingAnnual Account ReviewsFiduciary Risk IdentificationEstate Plan Implementation

Soft Skills

Strong Organizational SkillsEffective CollaborationLeadership SkillsCommunication SkillsPresentation Skills

Tools & Technologies

MS TeamsMS WordMS OutlookMS ExcelMS PowerPoint

Certifications & Qualifications

J.D.CFPCTFA

Industry Keywords

Fiduciary RelationshipsClient ExperienceRisk Management FrameworkFiduciary ResponsibilitiesTax Considerations

About the role

Key responsibilities & impact

Administer a book of fiduciary relationships with a team of fiduciary professionals
Analyze trust and estate documents
Implement client estate plans
Ensure client accounts are managed according to 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 client requests, including money movement, investment implementation and account management
Develop knowledge of fiduciary concepts and principles, including trust accounting, discretionary distribution standards and prudent investing
Maintain knowledge of internal policies and procedures covering distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews and overdraft management
Identify fiduciary risk and escalate appropriately
Act as a culture carrier to influence outcomes and build an inclusive, collaborative and client-focused environment

Requirements

What you’ll need

6+ months of Fiduciary Products experience or equivalent demonstrated through work experience, training, military experience and education
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
Strong organizational skills, including time and priority management
Ability to collaborate effectively with relationship team members, clients’ advisors and colleagues
Solutions-oriented and able to operate within a diverse, fast-paced environment
Strong conflict resolution skills
Strong leadership, communication and presentation skills
Not eligible for Visa sponsorship
J.D., CFP, or CTFA preferred

Benefits

Comp & perks

Hybrid work schedule
Equal opportunity employment
Drug-free workplace
Medical accommodation support during recruitment or interviews