Trust Operations Analyst I
4 days ago
We 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 Responsibilities- Process, review, and post ACH, wire, and check transactions on our core system.
- Receive, review, and process new/existing client account paperwork.
- Process IRA contributions and withdrawals.
- Input new account coding and required maintenance on our core and investment portfolio accounting systems.
- Prepare and deliver transfer paperwork to prior custodians; monitor progress and follow-up on receipt of assets/funds.
- Participate in the completion of special projects.
- Perform operational support duties, inclusive of the timely and accurate review and processing of periodic requests.
- Intermediate-level familiarity with Microsoft Office Applications (Word, Excel, Outlook, CRM).
- Ability to communicate clearly to various levels within the organization.
- Analytical and problem-solving skills.
- Adaptability and comfort with change.
- Ability to work independently to gather information.
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $24.24-$31.50 USD
Job Classification: Full-Time Non-Exempt
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+ Bank Holidays
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