Fiduciary Analyst I

at First Western Financial in Denver, Colorado, United States

Job Description

First Western is seeking an Fiduciary 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 Fiduciary Analyst I at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Fiduciary Management 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:
Support the local Trust Officer and Senior Trust Officer by completing regular trust department activities.
Assist with the administration of fiduciary accounts.
Attend client, prospect, and professional advisor meetings as requested; complete requests from clients and professional advisors.
Research and identify business development strategies to expand fiduciary business; develop and execute marketing strategies that bring new clients to the organization.
Cultivate relationships with professional advisors and create communications for advisors.
Assist in educating PC associates about First Western's fiduciary services and how to identify business opportunities.
Research the legal intricacies of the fiduciary business and assist the Senior Trust Officer with writing white papers (upon request).
Coordinate the administration of Irrevocable Life Insurance Trusts (ILITs).
Collaborate with internal directors and associates on fulfilling beneficiary needs.
Assist in creating and finalizing fiduciary tax returns.
What You Bring:
Strong proficiency in Microsoft Office Suite, with advanced Excel skills
Technical knowledge of trust and fiduciary plan rules, tax, legal, and operations acquired through formal education or related experience
Ability to research and interpret legal documents; strong problem solving skills
Excellent written and verbal communications
Team-oriented; detail-oriented
Ability to organize and prioritize work
Education Level Education Details Required/Preferred
Bachelor's Degree Required
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: $24.24 - $31.50/HR
Job Classification: Full-Time Non-Exempt
*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.

Pay Range
$24.24-$31.50 USD

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: 6371079

Posted On: Feb 26, 2024

Updated On: Mar 27, 2024

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