Trust Operations Analyst II

First Western is seeking a Trust Operations Analyst II 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 Operations Analyst IIat First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Trust & Investment Operationsteam 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:

• Receive, review and process new/existing client account paperwork.
• Process, review, and post ACH, wire, and check transactions on core system.
• Process IRA contributions and withdrawals.
• Input new account coding and required maintenance on core and investment portfolio accounting systems.
• Prepare and deliver transfer paperwork to prior custodians; monitor progress and follow-up on receipt of assets/funds
• Participate in the completion of special projects.
• Performs operational support duties, inclusive of the timely and accurate review and processing of periodic requests.
• Independently prioritizes tasks in order to meet deadlines and ensure consistent adherence to established SLAs.
• Cross-trains and learns continuously, acting as a peer resource for the cross-coverage of daily duties.
• Ensures that all policies and procedures are adhered to as defined by management.
• Interface daily with client facing staff, custodians and third party providers.

What You Bring:

• Intermediate-level familiarity with Microsoft Office Applications (Word, Excel).
• Ability to communicate clearly to various levels within the organization.
• General knowledge and understanding of the investment and/or trust administration industries.

Education Level Education Details Required/Preferred
Bachelor's Degree Business administration, Finance or Accounting Required

Experience Level Experience Details Required/Preferred
3-5 years Trust Operations, Investment Operations, and/or Financial Services 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: $26.93 - $35.10/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.