Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
First Western is seeking an AVP, Trust Officer 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 AVP, Trust Officer 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 Wyoming 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:
What You Bring:
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
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: $61,600 - $86,400/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.
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