Trust Administrator jobs in Fort Collins, CO

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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AVP, Trust Officer - Now Hiring
  • First Western
  • Fort Collins, CO FULL_TIME
  • Job Description

    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 Banking? 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: $69,300 - $83,250 annually, based on experience
    Full Range:$69,300 - $97,200 annually, based on experience
    Classification: Full-Time, Exempt
    Application Close Date: Open until filled

    Relocation will be available for qualified candidates

    Job Responsibilities:

    • Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
    • Initiate and attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives. Analyze complex estate planning needs and identify and present solutions to meet client goals.
    • Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations are complied with.
    • Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.
    • Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans. Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
    • Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.
    • Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.
    • Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP's, fiduciary sales presentations and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.
    • Provides leadership to trust administration team by providing guidance to team on fiduciary matters and ensuring tasks are being completed, goals are being met.
    • Mentor Trust Associates and assist with new associate training and onboarding.
    • Remain current with all changes to trust, estate and tax law and apply this knowledge to the administration of trust accounts.
    • Community Involvement: Maintain a presence within our markets and communities through philanthropic and business boards involvement, as well as networking with like-minded professionals within the industry.
    • Maintain knowledge of bank products and services and comply with all applicable laws and regulations, policies and procedures.
    • 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.


    Required Skills & Experience:

    • Fluency with Trust Desk and all related systems employed in trust administration.
    • Proficient in Microsoft Office Suite, with exceptional Excel skills.
    • Experience with CRM preferred.
    • High initiative and follow-through.
    • Ability to work independently and with a team.
    • Experience working with high net-worth individuals.
    • Excellent written and verbal communications skills, and ability to present to clients and prospects.
    • Able to organize, prioritize, multi-task, and self-starter.

    Education Level Education Details Required/Preferred
    JD, Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required

    Experience Level Experience Details Required/Preferred
    3-5 years Trust administration and/or experience as an attorney specializing in trust & estate planning Required

    License/Certification Details Time Frame Required/Preferred
    Financial Designation Upon Hire, Required
    CTFA Upon Hire, Required

    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 committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. Equal Opportunity Employer including disabilities / vets.

  • 2 Days Ago

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Senior Mortgage Banker
  • Adams Bank and Trust
  • Fort Collins, CO FULL_TIME
  • Join a growing, competitive, regional bank in Colorado and Nebraska! We're looking to add a Senior Mortgage Banker to our management team. Position can be located at any of our branches in Colorado or...
  • 20 Days Ago

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Personal Banker
  • Adams Bank and Trust
  • Fort Collins, CO FULL_TIME
  • We're looking to add an experienced banker to our retail banking team! Performs all activities related to the opening or closing of various types of time and demand deposit accounts. including certifi...
  • 22 Days Ago

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Financial Services Representative
  • Adams Bank and Trust
  • Berthoud, CO FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. This position is a combination of teller and personal banking responsibilities which includes, but is...
  • 2 Days Ago

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Senior Commercial Banker - NE/KS Territory
  • Adams Bank and Trust
  • Fort Collins, CO FULL_TIME
  • We're looking to add to our Commercial leadership team! Oversee a team of bankers in Nebraska and Kansas. Flexibility to travel is necessary for success. Signing bonus potential. POSITION SUMMARY: Coo...
  • 6 Days Ago

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Senior Commercial Banker - NE/KS Territory
  • Adams Bank and Trust
  • Greeley, CO FULL_TIME
  • We're looking to add to our Commercial leadership team! Oversee a team of bankers in Nebraska and Kansas. Flexibility to travel is necessary for success. Signing bonus potential. POSITION SUMMARY: Coo...
  • 6 Days Ago

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0 Trust Administrator jobs found in Fort Collins, CO area

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Sales Executive Account Manager
  • Eon Capital Partners
  • Boulder, CO
  • Job Description Job Description Position Overview: As an Account Executive, you will be responsible for acquiring new cl...
  • 3/28/2024 12:00:00 AM

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Account Executive - Remote
  • USHA - Mountain Division (CLH-VR)
  • Fort Collins, CO
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/28/2024 12:00:00 AM

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Life Insurance Agent
  • Barnes Agency
  • Fort Collins, CO
  • Job Title: Life Insurance Agent Company Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency,...
  • 3/27/2024 12:00:00 AM

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Life Insurance Agent
  • Barnes Agency
  • Loveland, CO
  • Job Title: Life Insurance Agent Company Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency,...
  • 3/27/2024 12:00:00 AM

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Life Insurance Agent
  • Barnes Agency
  • Greeley, CO
  • Job Title: Life Insurance Agent Company Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency,...
  • 3/27/2024 12:00:00 AM

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Life Insurance Agent
  • Barnes Agency
  • Longmont, CO
  • Job Title: Life Insurance Agent Company Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency,...
  • 3/27/2024 12:00:00 AM

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Daytime Cashier
  • Office Depot, Inc.
  • Longmont, CO
  • **Daytime Cashier** Stores 1120 Ken Pratt Blvd., Longmont , CO Feb 14, 2022 52393 **Overview** At Office Depot and Offic...
  • 3/27/2024 12:00:00 AM

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Sr. Human Resources Generalist
  • Stem
  • Longmont, CO
  • Stem provides clean energy solutions and services designed to maximize the economic, environmental, and resiliency value...
  • 3/25/2024 12:00:00 AM

Fort Collins is the Home Rule Municipality that is the county seat and the most populous municipality of Larimer County, Colorado, United States. Situated on the Cache La Poudre River along the Colorado Front Range, Fort Collins is located 56 mi (90 km) north of the Colorado State Capitol in Denver. With a 2016 estimated population of 161,000, it is the fourth most populous city in Colorado after Denver, Colorado Springs, and Aurora. Fort Collins is a midsize college city, home to Colorado State University. Fort Collins is situated at the base of the Rocky Mountain foothills of the northern Fr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$60,755 to $77,628
Fort Collins, Colorado area prices
were up 2.3% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020