- 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.
- Fluency with TrustDesk 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.
-
VP, Trust Officer
4 days ago
First Western Rock Springs, United StatesJob Description · Job Description · First Western is seeking an VP, Trust Officer 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 · VP, Trust Officer · ...
-
AVP, Trust Officer I
1 week ago
First Western Rock Springs, United StatesJob Description · Job Description · 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 ...
-
Working student in electrical engineering
1 week ago
Atlas Dynamics Sweetwater, United StatesAbout InterEngineer GmbH: · We are a safety compliance consulting company. Our interdisciplinary team of experts has many years of experience providing services to manufacturers who must comply with product and functionality standards in Europe, particularly in Germany. · What do ...
-
Administrative Assistant
1 week ago
Hub International Rock Springs, United StatesAre you an office guru? Are you brilliant at multi-tasking? Do you thrive in a busy, ever-changing environment? Then keep reading, this might be the perfect opportunity for you · WHO IS HUB? · At HUB International, we are a team of entrepreneurs. We believe in empowering our clie ...
-
Registered Nurse
5 days ago
Memorial Hospital of Sweetwater County Rock Springs, United StatesMHSC is an equal employment opportunity employer and does not discriminate on the basis of gender, age, race, color, creed, religion, national origin, marital status, sexual orientation, gender identity, mental or physical disability or uniformed services status. MHSC is dedicate ...
-
Sales Specialist
5 days ago
Coca-Cola Bottling Company High Country Rock Springs, United StatesJob Type Full-timeDescriptionCoca-Cola, with its many brands, has been recognized and enjoyed by people around the world for over a century. Founded in 1956, Coca-Cola Bottling Company High Country is a family owned, regional Bottler serving portions of Colorado, Minnesota, Monta ...
-
Route Sales Trainer
1 week ago
Coca-Cola Bottling Company High Country Rock Springs, United StatesJob Type Full-time Description Coca-Cola, with its many brands, has been recognized and enjoyed by people around the world for over a century. Founded in 1956, Coca-Cola Bottling Company High Country is a family owned, regional Bottler serving portions of Colorado, Minnesota, Mo ...
-
Desktop Support Technician
2 days ago
A3 Staffing Solutions Green River, United StatesJob Description · Job DescriptionDesktop Support Technician · Green River, WY, USA · • 8-5 Monday-Friday, no on call · • Support of Windows OS/Microsoft Office Suite in an enterprise environment with direct interactions with the end user. · • Maintains, analyzes, troubleshoots, a ...
AVP, Trust Officer I - Rock Springs, United States - First Western
Description
Job Description
Job DescriptionFirst 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:
Questions? Contact us at
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.
Region C Pay Range
Pay Range$61,600—$86,400 USD