Trust Associate

First Western is seeking a Trust Associate 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 Trust Associate 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 Jackson Hole 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:

• Partner with trust officers to provide effective and timely responses to client fiduciary inquiries, communicating independently or in conjunction with trust officers or other members of the Wealth Management team as appropriate. Ensures client satisfaction through contact, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
• Direct liaison with Trust Support Operations to manage onboarding of new accounts.
• Cultivate relationships with professional advisors and create communication for advisors.
• Coordinate and track management of non-financial assets.
• Serve as additional point of contact for clients and as a backup for trust officers. Helps deliver client service standards by segment as appropriate.
• Assist trust officers with tax-related matters, reports, returns, and estimated payments, including communications with clients and their accountants.
• Work with trust officers in the comprehensive, post-death estate/trust administration.
• Schedule and coordinate meetings with Trust and Investment team/clients and answer/screen incoming telephone calls for trust officers as needed.
• Support trust product strategies and initiatives as appropriate.
• Provide sales support for new opportunities as appropriate, including preparing RFP's, sales presentations and compiling other materials as necessary.

What You Bring:

• Proficient in Microsoft Office Suite, with exceptional Excel skills
• Good communication and teamwork skills
• Excel in organization and time management skills
• Detail-oriented
• Experience with CRM preferred
• Excellent written and verbal communication skills
• Understanding of trust accounting and fiduciary responsibilities
• Ability to work with urgency in responding to client requests, to develop personal rapport with clients and to treat clients in a courteous and respectful manner
• Ability to work effectively with internal and external contacts

Education Level Education Details Required/Preferred
Associate's Degree Business, Finance, or related field Required
Bachelor's Degree Business, Finance, or related field Preferred

Experience Level Experience Details Required/Preferred
0-3 years Reading and interpreting trust/estate documents, or PDP participation 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: $25.49 - $35.58/HR

Job Classification:Full-Time Non-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.

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 Talent.Management@myfw.com.