Trust Specialist

Summary: First Western Trust is a forward-thinking financial institution committed to excellence and innovation. The Trust Specialist provides essential administrative and operational support to the Portfolio Management, Investment, and Wealth teams, ensuring effective management of client investment and trust relationships. 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 Required Qualifications: - 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 - Basic understanding of trust accounting and fiduciary responsibilities - Ability to work independently, multitask effectively, and take ownership of problem resolution - Professional, courteous approach with a strong client service mindset Preferred Qualifications: - Experience with CRM systems preferred Required Skills: Microsoft Office Suite, Excel, CRM systems, Trust accounting, Fiduciary responsibilities, Financial industry knowledge, Client service mindset, Multitasking, Problem resolution Benefits: 401(k) plan with employer match., Paid parking and transportation benefits., Comprehensive health and wellness benefits, including:, Health savings accounts (HSA), Flexible spending accounts (FSA), Medical, dental, and vision coverage, Generous paid time off and bank holidays., Access to training and professional development programs., Sponsorship and support for obtaining professional certifications.