Senior Fiduciary Officer

General Purpose

The Senior Fiduciary Officer is responsible for fiduciary risk management and providing advice, guidance, and training to officers in support of sales efforts and administration processes for fiduciary accounts across the department, as well as helping to grow our trust and investment management business. This position requires in-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, tax law, and federal and state laws and regulations pertaining to fiduciaries.

Essential Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Serves as the primary resource for comprehensive fiduciary, tax and technical advice relating to the administration of fiduciary accounts.
• Conducts fiduciary training for officers and supports officers in making fiduciary related risk-reward decisions, including account acceptance review, unique asset management, and discretionary decision-making.
• Provides early intervention on fiduciary problems and risk matters; coordinates with outside counsel as needed.
• Supports officers in sales and business development efforts to grow Alpine Bank's brand and services throughout Colorado.
• Reviews and suggests revisions to policies, procedures, and guides to ensure compliance with legal and regulatory changes.
• Serves as tax liaison with outside accounting firm and trust officers; oversees preparation, review, and filing of fiduciary income tax returns.
• Works with members of Senior Management on process improvements and the development of best practices for departmental efficiency to ensure that the customer experience meets the highest standards and expectations.
• Willingness to grow and take on additional responsibilities and duties as warranted.
• Regular and reliable on-site attendance is an essential function of this position.
• Performs other duties as assigned.

Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:

• Gives and receives mentoring in a mature and open manner.
• Ability and eagerness to share expertise with others.
• Excellent problem-solving skills and keen understanding of the business implications of decisions.
• Collaborative and client-centered focus.
• Excellent oral and written communication skills.
• Excellent interpersonal skills.
• Strong ability to deliver results by working in partnership with colleagues, departmental and bank leadership.
• Shows adaptability and change management skills.
• Advanced proficiency in trust, estate, and tax law.
• Proficiency in organizing and analyzing financial information and accurately performing complex financial calculations.
• Exceptional negotiation and relationship-building ability.
• Ability and willingness to relocate if necessary.

Education or Formal Training:

• Bachelor's Degree B.A. or B.S.
• JD or CPA is required.
• Possession of, or ability to obtain, a valid State of Colorado Driver's License is required.

Experience:

• At least 6 years' experience in a trust department, or related experience, such as, law practice, accounting practice, Trust Officer/CTFA or similar trust/fiduciary related experience.
• An equivalent combination of education and experience may be substituted on a year-to-year basis

Working Conditions

Working Environment:

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. There are prolonged periods of standing and/or sitting in a generally fast-paced environment. Some evening and weekend hours may be included. Frequent travel is required.

Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

Physical demands may include, but are not limited to, standing for long periods of time, good eyesight and hand/finger dexterity. May spend significant time doing computer work while occasionally needing to travel for conferences or meetings. While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 25 pounds. Repetitive motion likely.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Starting Rate of Base Pay is from $120,000 - $135,000 per year, depending on experience, with commission structure. Actual pay and Officer level will be commensurate with experience.

For an overview of our employee benefits please visit: Alpine Bank Careers Page

Position anticipated to close on August 1, 2025, or until filled.