VP, Trust Officer Boulder, CO

First Western Trust•Boulder, CO

13d

About The Position

First Western is seeking an VP, Trust Officer 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 VP, Trust Officer 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 Boulder team to deliverprehensive 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 for this position today.

Requirements

Knowledge of life insurance policy theory, usage, structure and mechanics
Excellent written and verbalmunications skills
Team-oriented, detail-oriented
JD Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required
7-10 years Trust depts and/or experience as an attorney specializing in trust & estate planning Required
JD or CTFA Upon Hire Required

Nice To Haves

5-7 years Supervisory role within the trust industry Preferred

Responsibilities

Gives tactical direction to all trust officers and associates within the assigned Profit Center and fosters the development of the Wealth Planning team as a whole
Maintains relationships for Trust accounts to develop and retain highly satisfied clients, lead meetings with beneficiaries and portfolio managers to rmend potential additions or changes to wealth planning objectives
Consults with client's attorneys, accountants, and financial planners to promote fiduciary services
Community Involvement: Maintain a presence within our markets andmunities through philanthropic and business boards involvement, as well as networking with like-minded professionals within the industry
Strategic Thought: Creates and ensures delivery of fiduciary-oriented financial plans created by Wealth Planning team
Responsible for up to $25,000 in trust distributions annually, rmends the disbursement of trust funds in excess of $25,000, oversees preparation of federal and state tax returns for trusts by bank's accounting firm, and ensures that all state and federal rules and regulations areplied with
Review clients' existing trust documents to identify issues or changes to be considered, as well as review trusts to confirm if trust assets can be pledged for FWTB loans
Embrace and ad to First Western's Core Values