Fiduciary Officer I Position
1 day ago
First 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 Responsibilities:- Investment and Administration Account Review: Ensure timely and consistent account reviews in accordance with governing documents, fiduciary administration principles, and legal standards.
- Fiduciary Fund Disbursement: Review, approve, and direct disbursement of fiduciary funds according to trust conditions and beneficiary needs, while providing oversight of fiduciary accounts, cash balances, investment allocations, tax management, and asset holdings.
- Policy and Procedure Development: Support the design, training, and delivery of improved policies and procedures for trust-related personnel.
- Trust Department Audits and Regulatory Reviews: Actively engage in trust department-related audits and regulatory review exams, and lead resolution efforts for audit and exam findings.
- Fiduciary Tax Returns: Oversee the preparation and filing of fiduciary federal and state tax returns for clients' trusts.
- Risk Management: Monitor and control risks related to account administration, including review and approval of administrative and unique asset reviews in a timely manner.
- Leadership and Support: Provide leadership to the trust administration team, offering guidance on fiduciary matters, ensuring tasks are completed, goals are met, and providing coaching and development opportunities.
- Proficiency in Microsoft Office Suite: Advanced Excel skills and proficiency in one or more trust accounting systems.
- Trust and Tax Knowledge: Advanced knowledge of trust and tax laws, trust products, services, and operations.
- Communication and Leadership Skills: Excellent written and verbal communication skills, strong presentation skills, and experience working with high-net-worth clients.
- Education and Experience: Bachelor's degree in a business-related field, 5-7 years of experience in trust relationship management, and 5-7 years of leadership and business development experience.
- Licenses and Certifications: CTFA certification upon hire, and financial designation upon hire (preferred).
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We offer a competitive compensation package, comprehensive benefits program, and ongoing training and development opportunities. The salary range for this position is $80,000 - $120,000 per year, with strong bonus potential. We also offer paid parking/transportation benefits, access to training and professional development programs, sponsorship for obtaining professional certifications, flex spending accounts, health savings account, health and wellness benefits, and paid time-off plus bank holidays.
Interested in learning more about this opportunity? Visit us today at https://myfw.com/careers/
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