Trust Operations Analyst II

First Western•Denver, CO

2d•$27 - $35

About The Position

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 II 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

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.
Bachelor's Degree Business administration, Finance or Accounting Required
3-5 years Trust Operations, Investment Operations, and/or Financial Services Required

Responsibilities

Responsible for the maintenance and processing of all account fees; research and reconcile discrepancies using available resources.
Initiate and assist with projects to increase automation, improve efficiency, and achieve cost savings; assess current processes and help update procedures.
Independently prioritize tasks to meet deadlines with consistency and work collaboratively to ensure SLA adherence.
Deliver exceptional service through prompt communication, follow-up, and adherence to established policies and procedures.
Gain familiarity with trade processing, money movement, and quality control tasks to provide cross-coverage within the department.
Interface with client-facing staff, custodians, and third-party providers to resolve inquiries and ensure timely asset movement.
May accurately process ACH, wire, check transactions, IRA contributions/withdrawals, and input account coding updates on core and investment systems.
May Review and process new and existing client account documentation for completeness and accuracy, ensuring proper fee structures.