Trust Operations Analyst INew

$50,419 - $65,520/Yr

First Western Trust - Denver, CO

Full-time - Entry Level

Denver, CO

About the position

The Trust Operations Analyst I at First Western plays a crucial role in assisting high-net-worth clients in achieving their financial goals. This position involves working closely with the Trust & Investment Operations team to deliver comprehensive solutions that exceed client expectations. The analyst will be responsible for processing various financial transactions, managing client account paperwork, and ensuring timely operational support.

Responsibilities

• Process, review, and post ACH, wire, and check transactions on core system.
• Receive, review and process new/existing client account paperwork.
• Process IRA contributions and withdrawals.
• Input new account coding and required maintenance on core and investment portfolio accounting systems.
• Prepare and deliver transfer paperwork to prior custodians; monitor progress and follow-up on receipt of assets/funds.
• Participate in the completion of special projects.
• Perform operational support duties, inclusive of the timely and accurate review and processing of periodic requests.
• Independently prioritize tasks in order to meet deadlines and ensure consistent adherence to established SLAs.

Requirements

• Bachelor's Degree in Business Administration, Finance, or Accounting (preferred).
• 1-3 years of experience in Trust Operations, Investment Operations, and/or Financial Services (preferred).
• Intermediate-level familiarity with Microsoft Office Applications (Word, Excel, Outlook, CRM).
• Strong analytical and problem-solving skills.
• Ability to communicate clearly to various levels within the organization.
• Adaptability and comfort with change.
• Ability to work independently to gather information.

Benefits

• Strong Bonus Potential
• 401(k) Plan with Match
• Paid Parking/Transportation Benefits
• Access to Training & Professional Development Programs
• Sponsorship for Obtaining Professional Certifications
• Flex Spending Accounts
• Health Savings Account
• Health & Wellness Benefits
• Paid Time-Off + Bank Holidays