Trust Officer
14 hours ago
We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
Responsibilities- Administer various types of trusts and estates
- Provide clients clear explanations and guidance on trust accounts and estate planning strategies
- Review and interpret trust agreements and wills
- Determine trust beneficiaries and distributions; execute investment and payout decisions
- Manage communications with beneficiaries, executors, attorneys and other related parties
- Work closely with investment advisors on developing and implementing investment plans
- Stay current on trust, tax, and probate laws and regulation
- Bachelor's degree in Finance, Accounting or related field; JD degree a plus
- At least 5 years of experience in trust or estate administration
- In-depth knowledge of fiduciary and trust activities
- Strong analytical thinker with excellent communication skills
- CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred
As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services.
-
Trust Director
3 days ago
Denver, Colorado, United States First Western Trust Full timeJob Title: Director, TrustFirst Western Trust is seeking a highly skilled and experienced professional to fill the role of Director, Trust. This position is responsible for ensuring compliance with trust-related laws and regulations, as well as providing exceptional service to clients.Key Responsibilities:Research and analyze trust-related laws and...
-
Trust Officer I
1 month ago
Denver, Colorado, United States First Western Full timeJob OverviewFirst Western is in search of a Trust Officer I to enhance our dedicated team.Are you eager for a fulfilling and stimulating career? First Western is looking for a committed and skilled individual to become part of our organization.As a Trust Officer I at First Western, you will be instrumental in assisting affluent clients in reaching their...
-
Trust and Estates Administration Attorney
2 days ago
Denver, Colorado, United States Adams & Martin Group Full timeJob Title: Trust & Estates Administration PartnerLocation: Denver, COPosition Type: Full-Time, Partner-LevelCompensation: $115,000 to $200,000Job Description:Our esteemed client is seeking an experienced Trust & Estates Administration Attorney to join their esteemed estate and trust administration team in their Denver office. They're looking for a dedicated...
-
Trust and Safety Engineer
3 weeks ago
Denver, Colorado, United States Strava Full timeAbout This RoleStrava is a leading subscription platform at the center of connected fitness, with over 125 million community members in more than 190 countries. Our platform offers a holistic view of your active lifestyle, regardless of where you live, the sport you love, or the device you use. Everyone belongs on Strava when they pursue an active life.Job...
-
Trust & Estate Tax Supervisor
1 month ago
Denver, Colorado, United States Stockman Kast Ryan + Co. Full timeTRUST & ESTATE TAX SUPERVISOR Location: Denver, CO Compensation: $98,000-$127,400 About Us: At Stockman Kast Ryan + Co, we prioritize a balance between hard work and enjoyment. Our most valuable asset is our team. We offer competitive salaries, comprehensive benefits, and a vibrant workplace culture, ensuring that we have fun while achieving our goals. Enjoy...
-
Consumer Trust and Enforcement Coordinator
1 month ago
Denver, Colorado, United States Trustpilot Full timePosition Overview:As a key member of our team, the Customer Support and Enforcement Specialist plays a vital role in ensuring that our clients, both individual consumers and businesses, fully grasp our core values. When instances of misuse arise, our mission is to translate these values into actionable insights.Your Role:You will significantly contribute to...
-
Loan Servicing Specialist
3 weeks ago
Denver, Colorado, United States First Western Trust Full time**About First Western Trust**We are seeking a highly skilled Loan Servicing Analyst II to join our team at First Western Trust. As a leading financial institution, we are committed to delivering exceptional service and expertise to our clients.**Key Responsibilities:**Provide analytical support for loan servicing operations, ensuring accurate and timely...
-
Fiduciary Officer I
3 days ago
Denver, Colorado, United States First Western Full timeAbout the RoleWe are seeking a highly skilled and experienced Fiduciary Officer I to join our team at First Western. As a key member of our Fiduciary Management team, you will play a vital role in delivering comprehensive solutions to our high-net-worth clients.Key ResponsibilitiesManage the investment and administration account review process, ensuring...
-
Gift Planning Officer
3 weeks ago
Denver, Colorado, United States American Red Cross Full timeJob Summary:The American Red Cross seeks a skilled Gift Planning Officer to join our team. As a key member of our development department, you will be responsible for developing and implementing planned giving programs to secure charitable gifts from individuals, trusts, and foundations.Key Responsibilities:Develop and implement comprehensive planned giving...
-
Denver, Colorado, United States Checkr Full timeAbout the Team/RoleAs a Senior Account Executive at Checkr, you will be responsible for driving new business growth by providing trust and safety solutions to companies and communities. You will work across all account segments, exhibiting an owner's mentality and collaborating with a cross-functional team to succeed through grit, learning, and...
-
Executive Director, Wealth Planning Strategist
3 weeks ago
Denver, Colorado, United States First Western Trust Full timeAbout the RoleWe are seeking an experienced and skilled Executive Director, Wealth Planning to join our team at First Western Trust. As a key member of our Wealth Planning department, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key ResponsibilitiesProactively collaborate with sales and service teams to drive...
-
Campus Security Officer
2 weeks ago
Denver, Colorado, United States Colorado State Gov Full timeAbout the RoleAs a Police Officer at the State of Colorado, you will be responsible for enforcing applicable local, state, and federal laws, responding to civil matters, and performing community policing activities.Key ResponsibilitiesRespond to a variety of civil matters, including incidents requiring law enforcement intervention.Enforce local, state, and...
-
Gift Planning Officer
2 weeks ago
Denver, Colorado, United States American Red Cross Full timeAbout the RoleWe are seeking a highly skilled and experienced Gift Planning Officer to join our team at the American Red Cross. As a key member of our development team, you will be responsible for developing and implementing planned giving programs to secure gifts supporting our mission.Key ResponsibilitiesDevelop and implement planned giving programs to...
-
Facilities Operations Analyst
3 weeks ago
Denver, Colorado, United States QTS Realty Trust , Inc. Full timeAbout the RoleWe are seeking a highly skilled Facilities Operations Analyst to join our team at QTS Realty Trust, Inc. This is an exciting opportunity to work with a dynamic organization that values innovation and excellence.Key ResponsibilitiesSupport Facilities Operations Leadership: Collaborate with senior leaders to identify and solve operational...
-
Facilities Operations Analyst
2 weeks ago
Denver, Colorado, United States QTS Realty Trust , Inc. Full timeJob SummaryWe are seeking a highly skilled Facilities Operations Analyst to join our team at QTS Realty Trust, Inc. This role will play a critical part in identifying and solving opportunities to improve performance within the facilities operations organization.Key ResponsibilitiesSupport Facilities Operations leadership in analyzing data to drive business...
-
Facilities Operations Analyst
2 weeks ago
Denver, Colorado, United States QTS Realty Trust , Inc. Full timeJob SummaryWe are seeking a highly skilled Facilities Operations Analyst to join our team at QTS Realty Trust, Inc. This role will play a critical part in identifying and solving opportunities to improve performance within the facilities operations organization.Key ResponsibilitiesSupport Facilities Operations leadership in analyzing data to drive business...
-
Business Development Officer
2 weeks ago
Denver, Colorado, United States Canadian Imperial Bank of Commerce Full timeAbout the RoleWe are seeking a highly skilled Business Development Officer to join our team at Canadian Imperial Bank of Commerce. As a Business Development Officer, you will be responsible for creating new business opportunities with high net worth individuals, family offices, endowments, and foundations.Key ResponsibilitiesContribute to the growth of new...
-
Business Development Officer
2 weeks ago
Denver, Colorado, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled Business Development Officer to join our team at CIBC. As a key member of our organization, you will be responsible for building and maintaining relationships with high net worth individuals, family offices, endowments, and foundations.Key ResponsibilitiesContribute to the growth of new revenues through the...
-
Business Development Officer
4 days ago
Denver, Colorado, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled Business Development Officer to join our team at CIBC. As a key member of our organization, you will be responsible for identifying and pursuing new business opportunities with high net worth individuals, family offices, endowments, and foundations.Key ResponsibilitiesDevelop and execute business development...
-
Facilities Operations Analyst
1 week ago
Denver, Colorado, United States QTS Realty Trust , Inc. Full timeJob SummaryWe are seeking a highly skilled Facilities Operations Analyst to join our team at QTS Realty Trust, Inc. This role will play a critical part in identifying and solving opportunities to improve performance within the facilities operations organization.Key ResponsibilitiesSupport Facilities Operations leadership in analyzing and improving...