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Full-time
bachelor degree, postgraduate degree
Posted 5d ago
Apply by Aug 17
~40 hrs/week
Responsibilities
Administer a book of fiduciary relationships by analyzing trust and estate documents and implementing client estate plans. Ensure all accounts are managed in accordance with sound fiduciary principles, internal policies, and applicable laws.
Requirements
Requires at least 2 years of experience in fiduciary products or equivalent training and education. A bachelor's degree or higher in law or trust and wealth management is desired.
Full job description
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage 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:
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, 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.
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:
Strong knowledge and understanding of estate, trust, or fiduciary administration
A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
Ability to read and interpret legal documents
Ability to review trust agreement documents and ensure bank compliance
Strong analytical skills with high attention to detail and accuracy
Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint) skills
Excellent verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
Ability to exercise independent judgment to identify and resolve problems
Ability to work effectively in a team environment
Strong risk management and compliance skills
Ability to communicate with beneficiaries, co-trustees and clients
Job Expectations:
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Posting End Date:
16 Aug 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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How much do Finance & Accounting jobs in Wilmington, DE pay?
Based on 267 listings with disclosed salaries, most finance & accounting jobs in Wilmington, DE pay between $59k–$177k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Wilmington, DE right now?
There are currently 554 open finance & accounting positions in Wilmington, DE listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Wilmington, DE?
Companies currently hiring include JPMorganChase, WSFS Bank, M&T Bank, CSC, Wilmington Trust, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Wilmington, DE?
Yes — 187 of the 554 open finance & accounting positions offer remote or hybrid work (18 remote, 169 hybrid).
How do I apply for Finance & Accounting jobs in Wilmington, DE?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.