Assistant Director, Operations - Trust & Investment Services

First Western•Denver, CO

6d•$108,000 - $173,000

About The Position

Assistant Director, Operations - Trust & Investment Services Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Assistant Director, Operations - Trust & Investment Services 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 Trust & Investment Operations 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.

Requirements

Advanced knowledge of the laws and regulations of the Trust industry and securities processing, in addition to knowledge of fiduciary laws and regulations
Ability to prioritize, multi-task, organize and delegate
Coach and develop personnel, elevate senior staff
Strong integrity and candor
Excellent written and verbal communications skills
Bachelor's Degree in Business, Finance or related field
10-15 years Securities processing and trust banking or brokerage industry
7-10 years Management role

Responsibilities

Participate in the company’s action plan for profitable growth by providing strong management and effective leadership, and by implementing changes that contribute to operational efficiencies.
Mitigate risk to the association by identifying and resolving complex problems including potential client service, legal and regulatory issues.
Proactively manage custodian and third-party vendor relationships and ensure high quality service to both internal and external clients.
Organize special project involvement/ownership (e.g. Separately Managed Accounts, line item maintenance, various internal reporting requirements, tax reporting, etc.)
Conduct monthly team meetings and one-on-ones; provide ongoing training and development and assess/communicate performance results.
Maintain current knowledge of and comply with all applicable laws and regulations, policies, and procedures.
Prepare for and serve as the primary contact during internal audits and examinations and ensure satisfactory ratings.
Maintain up-to-date knowledge of regulations, industry changes and best-practices.