Fiduciary Officer I

Job Description

Job Description

First Western is seeking an Fiduciary 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 Fiduciary 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 Fiduciary Management 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 :

• 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.

What You Bring :

• 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

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 : $80,000 - $120,000 / 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 [email protected]

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.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc.

will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and / or to receive all other benefits and privileges of employment, please contact [email protected].

Region A Pay Range

Pay Range

$80,000 $120,000 USD