AVP, Trust Officer

AVP, Trust Officer

18 Mar 2023
Wyoming, Jackson, 83001 Jackson USA

AVP, Trust Officer

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: $77,000 - $92,500 annually, based on experience
Full Range: $77,000 - $108,000 annually, based on experience
Classification: Full-Time, Exempt
Application Close Date: Open until filled

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 Cheetah 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 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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Job Details

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  • State
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  • Full-time
  • Salary
    $77,000 - $92,500 a year - Full-time
  • Hiring Company
    First Western
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