Trust Operations Analyst I

at First Western Financial in Denver, Colorado, United States

Job Description

First Western is seeking an Trust Operations Analyst I to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Trust Operations Analyst Iat First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Trust & IM Operations team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Process, review, and post ACH, wire, and check transactions on core system. Receive, review and process new/existing client account paperwork. Process IRA contributions and withdrawals. Input new account coding and required maintenance on 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. Performs operational support duties, inclusive of the timely and accurate review and processing of periodic requests. Independently prioritizes tasks in order to meet deadlines and ensure consistent adherence to established SLAs. Cross-trains and learns continuously, acting as a peer resource for the cross-coverage of daily duties. Ensures that all policies and procedures are adhered to as defined by management. Interface daily with client facing staff, custodians and third party providers. Provide a consistently high level of service to internal clients with an emphasis on prompt communication and follow up. Know and comply with all Company policies set forth on the Company's Intranet; Review Associate Handbook and Company Policies annually, as prescribed by Human Capital; Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement; Complete all assigned training on time. Know and comply with all Company policies set forth on the Company's Intranet; Review Associate Handbook and Company Policies annually, as prescribed by Human Capital; Complete all assigned training on time. Embrace and adhere to First Western's Core Values Other duties as assigned. What You Bring: 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. General knowledge and understanding of the investment and/or trust administration industries is preferred. Education Level Education Details Required/Preferred Bachelor's Degree, Professional experience in Business administration, Finance or Accounting. Preferred Experience Level Experience Details Required/Preferred 1-3 years, Trust Operations, Investment Operations, and/or Financial Services Preferred What You Receive: 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: $24.23 - $31.5/hourly *Actual offer will be based on experience, location, education, and/or skills* - 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 Interested in learning more and seeing how we connect? Visit us today at: Questions? Contact us at First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran
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Job Posting: 6222900

Posted On: Nov 27, 2023

Updated On: Dec 27, 2023

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