Current jobs related to Trust Officer I - Denver, Colorado - First Western

  • Trust Officer

    4 weeks ago

    Denver, Colorado, United States gpac Full time

    Job DescriptionWe 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.ResponsibilitiesAdminister various types of trusts and...

  • Trust Operations Analyst I

    2 weeks ago

    Denver, Colorado, United States First Western Full time

    Job SummaryWe are seeking a highly skilled Trust Operations Analyst I to join our team at First Western. This role will play a vital part in helping high-net-worth clients achieve their financial goals.As a Trust Operations Analyst I, you will work closely with our Trust & Investment Operations team to deliver comprehensive solutions that exceed client...

  • Trust Operations Analyst I

    2 weeks ago

    Denver, Colorado, United States First Western Full time

    About the RoleWe are seeking a highly skilled Trust Operations Analyst I to join our team at First Western. As a key member of our Trust & Investment Operations team, you will play a vital role in delivering comprehensive solutions that exceed client expectations.Key ResponsibilitiesProcess, review, and post ACH, wire, and check transactions on our core...

  • Fiduciary Officer I Position

    3 days ago

    Denver, Colorado, United States First Western Full time

    Fiduciary Officer I Job SummaryFirst Western is seeking a highly skilled Fiduciary Officer I to join our team. As a Fiduciary Officer I, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Fiduciary Management team to deliver comprehensive solutions that exceed client expectations.Key...

  • Fiduciary Officer I Position

    1 week ago

    Denver, Colorado, United States First Western Full time

    Fiduciary Officer I Job DescriptionFirst Western is seeking a highly skilled Fiduciary Officer I to play a vital role in helping high-net-worth clients achieve their financial goals. As a Fiduciary Officer I, you will work closely with our Fiduciary Management team to deliver comprehensive solutions that exceed client expectations.Key...

  • Fiduciary Officer I

    2 weeks ago

    Denver, Colorado, United States First Western Full time

    About 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 helping high-net-worth clients achieve their financial goals.Key ResponsibilitiesManage investment and administration account review process, ensuring timely...

  • Trust Officer

    2 weeks ago

    Denver, Colorado, United States gpac Full time

    Trust Officer Job DescriptionThis role is for a banking professional to service trusts and investments. As a Trust Officer, you will be responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, and assisting in researching legal issues.Key...

  • Fiduciary Officer I Position

    2 weeks ago

    Denver, Colorado, United States First Western Full time

    Fiduciary Officer I Job SummaryFirst Western is seeking a highly skilled Fiduciary Officer I to join our team. As a key member of our Fiduciary Management team, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key Responsibilities:Manage investment and administration account review process, ensuring timely completion...

  • Fiduciary Officer I

    1 month ago

    Denver, Colorado, United States First Western Full time

    About 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...

  • Fiduciary Officer I

    2 weeks ago

    Denver, Colorado, United States First Western Full time

    Job SummaryWe 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 that exceed client expectations.Key ResponsibilitiesManage the investment and administration account review process, ensuring...

  • Trust Officer

    4 days ago

    Denver, Colorado, United States gpac Full time

    Trust Officer Job DescriptionThis role is for a banking professional to service trusts and investments. The Trust Officer will be responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state...

  • Trust Officer

    4 days ago

    Denver, Colorado, United States gpac Full time

    Trust Officer Job DescriptionThis role is for a banking professional to service trusts and investments. The Trust Officer will be responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state...

  • Executive Assistant

    2 days ago

    Denver, Colorado, United States Trust for Public Land Full time

    About the Role:We are seeking an experienced Executive Assistant to provide high-level administrative support to the President of Trust for Public Land. The successful candidate will be responsible for managing the President's calendar, coordinating travel arrangements, and ensuring the smooth operation of the Office of the President.Key...

  • Campus Police Officer I

    2 weeks ago

    Denver, Colorado, United States State of Colorado Full time

    Job Title: Campus Police Officer IJoin the State of Colorado team as a Campus Police Officer I and contribute to maintaining a safe and secure environment for students, faculty, and staff at the Auraria Campus.Job Summary:This role involves responding to civil matters, enforcing local, state, and federal laws, and performing various law enforcement duties....

  • Enterprise Technology Support Specialist

    7 days ago

    Denver, Colorado, United States First Western Trust Full time

    Enterprise Technology Helpdesk Administrator I Job DescriptionWe are seeking a skilled Enterprise Technology Helpdesk Administrator I to join our team at First Western Trust.This role is ideal for a passionate and experienced professional who is looking for a challenging and rewarding opportunity.As an Enterprise Technology Helpdesk Administrator I, you will...

  • Trust and Safety Associate

    1 week ago

    Denver, Colorado, United States BEDI Partnerships Full time

    About UsWe're a leading global learning company and one of the world's largest education platforms, with more than 67 million learners. Our goal is to provide flexible, effective skill development to empower organizations and individuals.Job SummaryWe're seeking a Trust and Safety Associate to play a critical role in handling the toughest and most sensitive...

  • Trust and Estates Administration Attorney

    3 weeks ago

    Denver, Colorado, United States Adams & Martin Group Full time

    Job 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 estate and trust administration team in their Denver office. They're looking for a dedicated and...

  • Trust and Estates Administration Attorney

    4 weeks ago

    Denver, Colorado, United States Adams & Martin Group Full time

    Job 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...

  • Correctional Youth Security Officer I

    4 weeks ago

    Denver, Colorado, United States GovernmentJobs Full time

    Job SummaryGovernment Jobs is seeking a Correctional Youth Security Officer I to join our team at the Willow Point Youth Services Center. This is a full-time position with a biweekly salary of $2,104.80. The successful candidate will be responsible for ensuring the safety and security of youth in our care.ResponsibilitiesProvide security and supervision to...

  • Correctional Youth Security Officer I

    2 weeks ago

    Denver, Colorado, United States GovernmentJobs Full time

    Job SummaryGovernment Jobs is seeking a Correctional Youth Security Officer I to join our team at the Willow Point Youth Services Center. This is a full-time position with a biweekly salary of $2,104.80.Key ResponsibilitiesProvide security and supervision to youth residents at the Willow Point Youth Services Center.Enforce facility rules and regulations to...

Trust Officer I

2 months ago

Denver, Colorado, United States First Western Full time
Job Overview

First 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 financial aspirations. You will collaborate closely with our Trust Management team to provide all-encompassing solutions that surpass client expectations.

If you are enthusiastic about delivering outstanding service to clients and are seeking a challenging yet rewarding role, we invite you to consider this opportunity.

Key Responsibilities:

  • Oversee the investment and administration account review process, ensuring timely compliance with governing documents, fiduciary administration principles, and legal standards.
  • Evaluate, authorize, and manage the disbursement of fiduciary funds in accordance with trust conditions and beneficiary needs, while supervising fiduciary accounts, cash balances, investment allocations, tax management, and asset holdings.
  • Enhance policy and procedure design, training, and implementation for trust-related personnel.
  • Actively participate in trust department audits and regulatory review examinations.
  • Lead resolution efforts for audit findings and compliance issues as assigned.
  • Supervise the preparation and submission of fiduciary federal and state tax returns for client trusts.
  • Maintain up-to-date knowledge of and adhere to all relevant tax and fiduciary laws, federal and state regulations, and First Western policies.
  • Monitor and mitigate risks associated with account administration, including timely review and approval of administrative and unique asset evaluations.
  • Serve as a resource for support teams and profit centers.
  • Consult with estate planning attorneys, accountants, wealth advisors, and both potential and existing clients to promote fiduciary and additional First Western services.
  • Provide leadership to the trust administration team by guiding members on fiduciary matters, ensuring task completion, meeting goals, and offering coaching and development opportunities.

Qualifications:

  • Proficient in Microsoft Office Suite, particularly with advanced Excel skills. Familiarity with one or more trust accounting systems is preferred.
  • In-depth knowledge of trust and tax regulations, trust products, services, and operations.
  • Exceptional written and verbal communication skills.
  • Strong presentation capabilities.
  • Experience in managing relationships with high-net-worth clients.
  • Outstanding leadership and business development abilities.
  • Well-honed analytical and problem-solving skills.
  • Team-oriented and detail-focused; capable of organizing, prioritizing, and multitasking.

Educational Background:

Bachelor's Degree in a business-related field is preferred.

Experience Requirements:

5-7 years in Trust Relationship Management is required.
5-7 years in Leadership and Business Development is required.

Licenses/Certifications:

CTFA is required upon hire.
Financial Designation is preferred upon hire.

What We Offer:

At First Western, we take pride in our culture of innovation, collaboration, and continuous improvement. We are dedicated to equipping our employees with the necessary tools and resources for success, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Compensation Range: $80,000 - $120,000/YR

Job Classification: Full-Time Exempt

*Actual offers will be based on experience, education, and skills.*

Benefits Include:
- 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
- Health & Wellness Benefits
- Paid Time-Off and Bank Holidays

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented individuals from various backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the necessary steps to ensure that people with disabilities are provided reasonable accommodations.