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Trust Associate

at First Western Financial in Denver, Colorado, United States

Job Description

First Western is seeking an Trust Associate 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 Associate 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 Denver 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:
Partner with trust officers to provide effective and timely responses to client fiduciary inquiries, communicating independently or in conjunction with trust officers or other members of the Wealth Management team as appropriate. Ensures client satisfaction through contact, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
Direct liaison with Trust Support Operations to manage onboarding of new accounts.
Cultivate relationships with professional advisors and create communication for advisors.
Coordinate and track management of non-financial assets.
Serve as additional point of contact for clients and as a backup for trust officers. Helps deliver client service standards by segment as appropriate.
Assist trust officers with tax-related matters, reports, returns, and estimated payments, including communications with clients and their accountants.
Work with trust officers in the comprehensive, post-death estate/trust administration.
Schedule and coordinate meetings with Trust and Investment team/clients and answer/screen incoming telephone calls for trust officers as needed.
Support trust product strategies and initiatives as appropriate.
Provide sales support for new opportunities as appropriate, including preparing RFP's, sales presentations and compiling other materials as necessary.
What You Bring:
Assist Trust and Wealth Management teams with administrative services as needed
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
Embrace and adhere to First Western's Core Values
Education Level Education Details Required/Preferred
Associate's Degree Business, Finance, or related field Required
Bachelor's Degree Business, Finance, or related field Preferred
Experience Level Experience Details Required/Preferred
0-3 years Reading and interpreting trust/estate documents, or PDP participation 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: $25.48 - $35.58/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: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

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.

Region A Pay Range
Pay Range
$25.48-$35.58 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: 6422955

Posted On: Mar 29, 2024

Updated On: Apr 28, 2024

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