Fiduciary Officer I Position
4 days ago
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.
- 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.
- 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).
- 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.
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