Trust and Investment Operations Supervisor

First Western is seeking an Trust and Investment Operations Supervisor 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 and Investment Operations Supervisor 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 Trust and Intevestment 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:

• Performs very complex operational support duties and acts as a subject matter expert for the broad scope of the department's core operational processes and procedures. Provides oversight for the department for the timely and accurate execution of individual tasks.
• Participates in the process of compiling and disseminating the information for both trust and non-trust investment management accounts.
• Trains associates on established policies and procedures. Ensures that all policies and procedures are adhered to as defined by management.
• Ensures that processes are sufficiently documented and facilitates the periodic updating of desktop procedures.
• Collaborates with peers, management and/or internal business unit representatives as appropriate to identify and/or lead the implementation of process improvement initiatives. Drives continuous improvement via the analysis of established processes for opportunities to better mitigate risk, processing time, and/or team culture.
• Provides department-level support to the broad organization, acting as a point of escalation and interacting with internal leaders to produce solutions and/or results.
• Provides direct team supervision to a team of 4-6 associates. Performs leadership tasks such as individual goal setting and performance assessment. Delivers effective performance and career coaching in the form of periodic one on one sessions and/or action plans.
• Responsible for the oversight of all functions related to fee processing, tax form processing, and other administrative processing
• Participates in the documentation of controls and preparation of audit documentation. Acts as first line monitor for the consistent adherence to key control measures.

What You Bring:

• Intermediate-level familiarity with Microsoft Office Applications (Word, Excel).
• Ability to communicate clearly to various levels within the organization.
• General knowledge and understanding of the investment and/or trust administration industries is required.
• Strong social and emotional intelligence skills and ability to influence others effectively is required.
• Strong analytical and problem solving skills.
• Resiliency and ability to work in a highly time-sensitive environment.
• Adaptability and comfort with change.

Education Level Education Details Required/Preferred
Bachelor's Degree Business administration, finance or accounting (or equivalent experience) Required

Experience Level Experience Details Required/Preferred
3-5 years Trust operations, investment operations, and/or financial services Required
1-3 years Supervisory Experience 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: $71,000 - $107,000/YR

Job Classification: Full-Time 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.