Wealth Specialist

First Western•Fort Collins, CO

3h•$23 - $32

About The Position

First Western is seeking an Wealth Specialist 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 Wealth Specialist 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 Fort Collins 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

Proficient in Microsoft Office Suite, with exceptional Excel skills.
Strong organization and time management skills.
Detail-oriented.
Experience with CRM preferred.
Excellent written and verbal communication skills.
Some understanding of trust accounting and fiduciary responsibilities.
Ability to work with urgency in responding to client requests, to develop personal rapport with clients and to treat clients in a courteous and respectful manner.
Ability to work effectively with internal and external contacts.
Ability to work independently in a multi-task environment. Ability to take ownership for solving problems and to make sound decisions within area of responsibility.

Responsibilities

Client Relationship Support: Partner with trust officers and portfolio managers to respond to client inquiries, maintain relationships, and identify opportunities for additional products and services.
Account Onboarding & Maintenance: Act as liaison with operations for new account setup, manage account maintenance activities, and ensure compliance with policies and regulations.
Administrative & Operational Support: Coordinate meetings, prepare reports, assist with tax-related matters, estate/trust administration, and support investment activities such as trade inputs and portfolio reviews.
Sales & Business Development Assistance: Provide support for new business opportunities by preparing proposals, presentations, and other materials; assist in implementing product strategies and initiatives.
Advisor & Stakeholder Communication: Cultivate relationships with professional advisors and create communications to strengthen partnerships.
System & Process Management: Maintain proficiency in internal systems, track deadlines and exceptions, and contribute to process improvements for operational efficiency.
Training & Compliance: Assist with onboarding new associates, maintain knowledge of bank products and services, and ensure adherence to all regulatory and compliance requirements.