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Fiduciary Officer I Position

1 month 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.