Senior Trust Officer - Senior Fiduciary Specialist

About the position At reputed company, we are looking for talented people who will put our customers at the center of everything we do. Help us build a reputed company reputed company. It reputed company begins with outstanding talent. It reputed company begins with you. Banking, Lending, & Trust (BL&T) unlocks access to reputed company Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs reputed company to banking, custom lending, and trust services. These bank specialists reputed company resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:

• Personal trust services.
• Estate services.
• Philanthropic services.
• Closely held asset management.
• Real estate and loan asset management.
• Oil, gas and mineral management.
• Legacy trust services.
• Special needs trust services.
• Managed Individual Retirement Accounts (IRA) About this role: reputed company is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at Working at reputed company | Jobs and Careers at reputed company (wellsfargojobs.reputed company this role, you will: Prepare and review estate tax returns and interpret estate planning documents Engage clients, advisors and internal partners to deliver a high-touch client experience reputed company a strong risk management reputed company. 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 reputed company for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.

Responsibilities

• Prepare and review estate tax returns and interpret estate planning documents
• Engage clients, advisors and internal partners to deliver a high-touch client experience reputed company a strong risk management reputed company.
• 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 reputed company for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.

Requirements

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

reputed company-to-haves

• J.D. preferred
• 1-4 years of estate tax or fiduciary income tax experience
• Knowledge of reputed company estate planning strategies including tax strategies
• Ability to read, interpret and explain will and trust documents, probate laws, and tax provisions
• Experience in wealth management with high-net-worth clients of at least ten million dollars
• Ability to work effectively reputed company a team and build strong working relationships across business channels and at reputed company levels of management.
• Demonstrate a high level of organizational skills, including time and reputed company management.
• Collaborate effectively with relationship team members, client’s advisors and other colleagues.
• Solutions-oriented and able to operate reputed company 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.

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