Fiduciary Officer I Position

4 days ago

Denver, Colorado, United States First Western Full time
Fiduciary Officer I Job Summary

First 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 and consistency with governing documents, fiduciary administration principles, and legal standards.
  • 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.
  • Support improved policy and procedure design, training, and delivery to trust-related personnel.
  • Actively engage in trust department-related audits and regulatory review exams.
  • Lead resolution efforts for audit and exam findings and "nFindings" items (as assigned).
  • Oversee preparations and filing of fiduciary federal and state tax returns for clients' trusts.
  • Maintain current knowledge of and comply 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.
  • Serve as a resource for support teams and profit centers.
  • Consult with estate planning attorneys, accountants, wealth advisors, and potential and existing clients to promote fiduciary and additional First Western product services.
  • Provide leadership to the trust administration team by guiding team members on fiduciary matters, ensuring tasks are completed, goals are met, and providing coaching and development opportunities.
Requirements:
  • 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, with the ability to organize, prioritize, and multi-task.
Education and Experience:
  • Bachelor's Degree in a business-related field (preferred).
  • 5-7 years of experience in trust relationship management (required).
  • 5-7 years of experience in leadership and business development (required).
  • CTFA certification upon hire (required).
  • Financial designation upon hire (preferred).
What We Offer:
  • A competitive compensation package.
  • A comprehensive benefits program.
  • Ongoing training and development opportunities.
  • Access to training and professional development programs.
  • Sponsorship for obtaining professional certifications.
  • Flex spending accounts.
  • Health savings account.
  • Health and wellness benefits.
  • Paid time-off and bank holidays.

  • Fiduciary Officer I Position

    1 day 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

    5 days 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...

  • Fiduciary Officer I

    3 days 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...

  • Fiduciary Officer I

    4 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 delivering comprehensive solutions to our high-net-worth clients.Key ResponsibilitiesManage the investment and administration account review process, ensuring...

  • Senior Lead Fiduciary Advisory Specialist

    3 weeks ago

    Denver, Colorado, United States Wells Fargo Full time

    About This RoleWe are seeking a highly skilled Senior Lead Fiduciary Advisory Specialist to join our team at Wells Fargo. In this role, you will be responsible for advising leadership on the development of complex financial planning strategies and objectives.Key ResponsibilitiesLead the strategy and resolution of highly complex planning needs in...

  • Trust Officer

    3 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...

  • Campus Police Officer I

    4 days 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....

  • Custodian I Position

    3 weeks ago

    Denver, Colorado, United States State of Colorado Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Custodian I to join our team at the State of Colorado. As a Custodian I, you will be responsible for performing general custodial duties, including cleaning offices, classrooms, labs, hallways, lounges, and restrooms. This is a swing shift position, requiring you to work Monday-Thursday from...

  • Custodian I Position

    3 weeks ago

    Denver, Colorado, United States State of Colorado Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Custodian I to join our team at the Auraria Higher Education Center. As a Custodian I, you will be responsible for performing general custodial duties, including cleaning offices, classrooms, labs, hallways, lounges, and restrooms. This is a swing shift position, requiring you to work...

  • Correctional Youth Security Officer I

    3 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

    4 days 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...

  • Nurse I Position

    1 day ago

    Denver, Colorado, United States State of Colorado Full time

    Job Title: Registered Nurse IWe are seeking a highly skilled and dedicated Registered Nurse I to join our team at the State of Colorado. As a Registered Nurse I, you will be responsible for providing high-quality patient care to our clients in a secure and locked setting.Job Summary:This position requires a Registered Nurse with a strong background in...

  • Plumber I Position

    4 weeks ago

    Denver, Colorado, United States City and County of Denver Full time

    About Our JobDenver International Airport is seeking a skilled Plumber I to join our team. As a Plumber I, you will be responsible for maintaining, repairing, and constructing plumbing systems and equipment throughout the airport. This is a dynamic and challenging role that requires strong technical skills and attention to detail.What We OfferThe City and...

  • Accountant I

    3 weeks ago

    Denver, Colorado, United States State of Colorado Full time

    Job Summary:The Colorado Department of Education is seeking a highly skilled Accountant I to join our team. As an Accountant I, you will be responsible for initiating accounts payable transactions in the State accounting system (CORE) based on compliance with applicable laws, regulations, and internal accounting procedures.Key Responsibilities:Reviews and...

  • Accountant I

    3 weeks ago

    Denver, Colorado, United States State of Colorado Full time

    Job SummaryThe Colorado Department of Education is seeking a highly skilled Accountant I to join our team. As an Accountant I, you will be responsible for initiating accounts payable transactions in the State accounting system (CORE) based on compliance with applicable laws, regulations, and internal accounting procedures.Key ResponsibilitiesReviews and...

  • Cook I Position

    3 weeks ago

    Denver, Colorado, United States Paradies Lagardère Full time

    Job Title: Cook IAt Paradies Lagardère, we are seeking a skilled Cook I to join our team. As a Cook I, you will be responsible for preparing high-quality meals in a fast-paced kitchen environment.Key Responsibilities:Prepare and cook food to order, following recipes and production prep lists.Maintain a clean and organized work environment, adhering to food...

  • Chief Compliance Officer

    4 weeks ago

    Denver, Colorado, United States Matter Family Office Full time

    Job Title: Chief Compliance OfficerMatter Family Office is seeking a highly skilled and experienced Chief Compliance Officer to lead and oversee our compliance needs. This independent role ensures that we adhere to all regulatory requirements, mitigate risk, and operate with the highest level of integrity.Responsibilities:Maintain and update the Compliance...

  • Respiratory Therapist Position

    4 weeks ago

    Denver, Colorado, United States TotalMed Staffing Full time

    Respiratory Therapy-Respiratory Therapist Job OpportunityWe are seeking a skilled Respiratory Therapy-Respiratory Therapist to join our team for a travel assignment in Denver, Colorado.About the JobThis is a unique opportunity to work with a reputable healthcare organization and contribute to the well-being of patients in need.What We OfferCompetitive...

  • Tax Professional

    3 weeks ago

    Denver, Colorado, United States Jobot Full time

    Job Title: Tax SeniorWe are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will be responsible for preparing and reviewing complex tax returns for individuals, businesses, and fiduciaries.About the Role:Work Hybrid Remote (3 days a week in the office)Prepare and review complex tax returns for individuals, businesses, and...

  • Office Assistant

    2 weeks ago

    Denver, Colorado, United States Wilsonart Full time

    Job Title: Office Assistant IWilsonart is seeking a highly organized and detail-oriented Office Assistant I to join our team in Denver. As an Office Assistant I, you will be responsible for providing exceptional customer service, entering electronic orders, and performing various administrative tasks.Key Responsibilities:Enter orders via 10-key into internal...