San Simeon, California
San Simeon, California
Bloomington, Indiana
Brookline, Massachusetts
Des Moines, Iowa
Ames, Iowa
Posted: 12-May-23
Location: Denver, Colorado
Type: Full Time
Salary: $80,000 - $120,000
Salary Details:
Required Education:
Internal Number: 23019
About First Western Trust.
First Western's mission is to be the best private bank for the western wealth management client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted adviser platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming and California.
Headquartered in Denver, Colorado, we provide a fully integrated suite of wealth management services on a private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services.
You can find us trading on the NASDAQ Global Select Market under the symbol "MYFW."
Your Potential at First Western Trust
Are you looking for a career in Fiduciary Management Services? Do you enjoy solving problems and working through challenges? Do you have a passion for analyzing financial data and providing value through recommendations? Do you want to be part of a culture of growth?
Great! If you are ready to join a growing team apply now! We are looking for highly motivated, detail oriented, self-starters for a great career opportunity.
Pay Range: $80,000 - $120,000 annually, based on experience
Classification: Full-Time, Exempt
Application Close Date: Open until filled
Relocation will be available for qualified candidates
Job Responsibilities:
- Management of investment and administration account review process, ensuring that all account reviews are met in a timely manner and are consistent with governing documents, fiduciary administration principles and legal standards.
- Reviews, approves and directs disbursement of fiduciary funds according to conditions of the trust and needs of beneficiaries as well as 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
- Leads resolution efforts for audit and exam findings and “nFindings” items (as assigned)
- Oversees preparations and filing of fiduciary federal and state tax returns for clients’ trusts.
- Maintains current knowledge of and complies 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.
- Serves as resource for support teams and profit centers.
- Consults with estate planning attorneys, accountants, wealth advisors and potential and existing clients to promote fiduciary and additional First Western product services.
- Provides leadership to trust administration team by providing guidance to team on fiduciary matters and ensuring tasks are being completed, goals are being met and providing coaching and development opportunities.
- 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
- Other duties as assigned.
Looking to take your career to the next level? First Western is not only offering a competitive salary to start and full health (dental, vision) benefits, but also the following:
- 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
- Paid Time-Off + Bank Holidays
Ready to Apply? Please submit your resume and cover letter and answer the questions below. A member from our Talent Acquisition team will be in touch with you shortly should they determine your qualifications are fit for the role.
Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/
First Western will accommodate applicants with disabilities who need help applying for a position. Contact TalentManagement@myfw.com for assistance.
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.
Required Skills & Experience:
- 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; ability to organize, prioritize and multi-task.
Education Level Education Details Required/Preferred
Bachelor's Degree, Business-related field preferred Required
Experience Level Experience Details Required/Preferred
5-7 years, Trust Relationship Management Required
5-7 years, Leadership and Business Development Required
License/Certification Details Time Frame Required/Preferred
CTFA Upon Hire, Required
Financial Designation Upon Hire, Preferred
