First Western Financial, Inc Hiring for Trust Administrator at Scottsdale, AZ  Full Time

First Western is seeking an Trust Administrator 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 Administrator 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 Wealth Management 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:

• Individual annual sales goal component to be assigned in conjunction with the annual office sales goals with emphasis on fiduciary and investment management. Consults with estate planning attorneys, accountants, wealth advisors, potential and existing clients to promote all First Western products and services.
• Maintain a presence within our markets and communities through philanthropic and business board involvement, as well as networking with like-minded professionals within the industry.
• Management of trust relationships, ensuring that all trust objectives are met and are consistent with governing documents, fiduciary administration principles and legal standards.
• Reviews and directs disbursement of fiduciary funds according to conditions of the trust and needs of beneficiaries as well as providing oversight in partnership with the designated Portfolio Manager on fiduciary accounts, cash balances, investment allocations, tax management, and asset holdings in accordance with the trust’s Investment Policy Statement
• Meets with beneficiaries and wealth management clients to review relationships, accounts, discuss their needs, analyze problems and provide relationship-based solutions.
• Oversees, organizes and prepares filing of fiduciary federal and state tax returns for clients’ trusts for final approval by the Trust Officer.
• Maintains current knowledge of and complies with all First Western policies and procedures.
• Monitors and controls risk related to trust account administration through the ARS process, including review of administration and unique assets, completing the ARS reviews in a timely manner for approval by the appropriate trust officer.
• Supports business development strategies to expand fiduciary business by assisting the Trust Officer with marketing strategies that bring new clients to the organization.
• Provides leadership to profit centers by providing guidance to the team on fiduciary matters, ensuring fiduciary involved tasks are being completed, along with providing education on First Western fiduciary services.
• Authorization to approve discretionary distribution requests up to $10,000 of the trust assets.
• 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.

What You Bring:

• Proficient with Microsoft Office Suite, with advanced Excel skills
• Core knowledge of trust and tax laws, trust products, services, and operations
• Excellent written and verbal communications skills
• Strong presentation skills
• Experience working with high net-worth clients
• Excellent leadership and business development skills
• Well-developed analytical and problem-solving skills
• Team-oriented, detail-oriented; ability to organize, prioritize and multi-task

Education Level Education Details Required/Preferred
Bachelor’s Degree, Or anticipated completion within 24 months, Preferred

Experience Level Experience Details Required/Preferred
5-7 years, Trust Relationship Management Required

License/Certification Details Time Frame Required/Preferred
CTFA Upon Hire, 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: $30.28 – $42.40/Hourly

*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 [email protected]

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 leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran