Job description

Job Responsibilities:

• Management of investment and administration account review process, ensuring that all account reviews are met in a timely manner and are consistent with governing documents, fiduciary administration principles and legal standards.
• Reviews, approves and directs disbursement of fiduciary funds according to conditions of the trust and needs of beneficiaries as well as providing oversight of fiduciary accounts, cash balances, investment allocations, tax management, and asset holdings.
• Support improved policy and procedure design, training, and delivery to trust related personnel
• Actively engage in trust department related audits and regulatory review exams
• Leads resolution efforts for audit and exam findings and "nFindings" items (as assigned)
• Oversees preparations and filing of fiduciary federal and state tax returns for clients' trusts.
• Maintains current knowledge of and complies with all applicable tax and fiduciary laws, federal and state regulations and First Western policies and procedures.
• Monitor and control risks related to account administration including review and approval of administrative and unique asset reviews in a timely manner.
• Serves as resource for support teams and profit centers.
• Consults with estate planning attorneys, accountants, wealth advisors and potential and existing clients to promote fiduciary and additional First Western product services.
• Provides leadership to trust administration team by providing guidance to team on fiduciary matters and ensuring tasks are being completed, goals are being met and providing coaching and development opportunities.
• Know and comply with all Company policies set forth on the Company's Intranet;
• Review Associate Handbook and Company Policies annually, as prescribed by Human Capital;
• Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement;
• Complete all assigned training on time.
• Embrace and adhere to First Western's Core Values
• Other duties as assigned.

Required Skills & Experience:

• Proficient with Microsoft Office Suite, with advanced Excel skills. Proficiency with one or more trust accounting systems.
• Advanced knowledge of trust and tax laws, trust products, services, and operations
• Excellent written and verbal communications skills
• Strong presentation skills
• Experience working with high net-worth clients
• Excellent leadership and business development skills
• Well-developed analytical and problem-solving skills.
• Team-oriented, detail-oriented; ability to organize, prioritize and multi-task.

Education Level Education Details Required/Preferred

Bachelor's Degree, Business-related field preferred Required

Experience Level Experience Details Required/Preferred

5-7 years, Trust Relationship Management Required

5-7 years, Leadership and Business Development Required

License/Certification Details Time Frame Required/Preferred

CTFA Upon Hire, Required

offering a competitive salary to start and full health (dental, vision) benefits, but also the following:

• Strong Bonus Potential
• 401(k) Plan with Match
• Paid Parking/Transportation Benefits
• Access to Training & Professional Development Programs
• Sponsorship for Obtaining Professional Certifications
• Flex Spending Accounts
• Health Savings Account
• Paid Time-Off + Bank Holidays

Job Type: Full-time

Salary: $80,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Relocation assistance
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Denver, CO 80202: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Trust Relationship Management: 1 year (Required)

Work Location: One location

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