Trust Officer

First Western • Jackson, WY

20h • Onsite

About The Position

The Trust Officer I is responsible for managing trust relationships and delivering fiduciary services that align with client needs, governing documents, and regulatory requirements. This role works closely with internal partners and external advisors to support client objectives, ensure compliance, and contribute to business development efforts. You will oversee trust administration activities, provide guidance on fiduciary matters, and serve as a trusted advisor to clients while maintaining a high standard of service and accountability.

Requirements

• Bachelor’s degree in a business-related field (required)
• 5–7 years of experience in trust administration, relationship management, or related field
• Experience with business development and working with high-net-worth clients
• Strong knowledge of trust and tax laws, fiduciary principles, and financial services
• Excellent communication, presentation, and relationship-building skills
• Strong analytical and problem-solving abilities
• Ability to manage multiple priorities and navigate complex situations with sound judgment
• Proficiency with Microsoft Office and trust accounting systems
• CTFA or other relevant financial designation (required or pursued upon hire)

Responsibilities

• Management of trust relationships, ensuring that all client objectives are met and are consistent with governing documents, fiduciary administration principles and legal standards.
• Reviews, approves and directs disbursement of fiduciary funds according to conditions of the trust and needs of beneficiaries as well as providing oversight of fiduciary accounts, cash balances, investment allocations, tax management, and asset holdings.
• Meet individual annual sales goal component to be assigned in conjunction with the annual office sales goals.
• Meets with beneficiaries and wealth management clients to review relationships, accounts, discuss their needs, analyze problems and provide relationship-based solutions.
• Oversees preparations and filing of fiduciary federal and state tax returns for clients’ trusts.
• Maintains current knowledge of and complies with all applicable tax and fiduciary laws, federal and state regulations and First Western policies and procedures.
• Monitor and control risks related to account administration including review and approval of administrative and unique asset reviews in a timely manner.
• Consults with estate planning attorneys, accountants, wealth advisors and potential and existing clients to promote fiduciary and additional First Western product services.
• Monitor and manage risk related to trust account administration
• Provide guidance and mentorship to team members on fiduciary matters

Benefits

• Competitive base salary: $85,000 – $110,500/YR, plus strong bonus potential.
• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Comprehensive health and wellness benefits, including: Health savings accounts (HSA), Flexible spending accounts (FSA), Medical, dental, and vision coverage
• Generous paid time off and bank holidays.
• Access to training and professional development programs.
• Sponsorship and support for obtaining professional certifications.
• A culture of collaboration, continuous improvement, and shared success.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level