Wealth Specialist

First Western

7h•Onsite

About The Position

The Wealth Specialist provides essential administrative and operational support to the Portfolio Management, Investment, and Wealth teams to ensure the effective management of client investment and trust relationships. This role partners closely with internal teams to support account onboarding, maintenance, reporting, and ongoing client service needs. You will help maintain workflow efficiency, uphold service standards, and contribute to a seamless experience for both clients and advisors. Success in this role requires adaptability, strong multitasking abilities, and a commitment to accuracy and responsiveness.

Requirements

Bachelor’s degree in Finance, Business, or related field preferred.
0–3 years of administrative experience.
0–3 years of experience in the financial industry.
Proficiency in Microsoft Office Suite, including strong Excel skills.
Excellent organizational, time management, and attention-to-detail skills.
Strong written and verbal communication abilities.
Ability to work independently, multitask effectively, and take ownership of problem resolution.
Professional, courteous approach with a strong client service mindset.

Nice To Haves

Experience with CRM systems preferred.
Basic understanding of trust accounting and fiduciary responsibilities.

Responsibilities

Support client relationships by partnering with trust officers and portfolio managers to respond to inquiries, maintain accounts, and identify opportunities for additional products and services.
Coordinate account onboarding and maintenance by working with operations to ensure compliance, accuracy, and timely processing.
Provide administrative and operational support, including meeting coordination, report preparation, estate and trust administration tasks, and assistance with investment activities.
Assist with business development by preparing proposals, presentations, and materials to support new opportunities and product initiatives.
Build relationships with professional advisors and support communications that strengthen strategic partnerships.
Maintain proficiency in internal systems, track deadlines and exceptions, and contribute to process improvements that increase operational efficiency.