**Trust Support Specialist I**

at First Western Denver, CO **About First Western Trust.**

First Western's mission is to be the best private bank for the western wealth management client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted adviser platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming and California.

Headquartered in Denver, Colorado, we provide a fully integrated suite of wealth management services on a private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services.

You can find us trading on the NASDAQ Global Select Market under the symbol "MYFW."

**Your Potential at First Western Trust**

Great! If you are ready to join a growing team, team apply now! We are looking for highly motivated, detail oriented, self-starters for a great career opportunity.

**Pay Range: $20 - $22.50 an hour, based on experience**

**Full Range: $20 - $23.75 an hour**

**Classification: Full-time, Non-exempt**

**Application Close Date: March 01, 2022**, subject to change at the discretion of First Western's Talent Management team****

**Job Responsibilities:**

* Support the local Trust Officer and Senior Trust Officer by completing regular trust department activities.

* Assist with the administration of fiduciary accounts.

* Attend client, prospect, and professional advisor meetings as requested; complete requests from clients and professional advisors.

* Research and identify business development strategies to expand fiduciary business; develop and execute marketing strategies that bring new clients to the organization.

* Cultivate relationships with professional advisors and create communications for advisors.

* Assist in educating PC associates about First Westerns fiduciary services and how to identify business opportunities.

* Research the legal intricacies of the fiduciary business and assist the Senior Trust Officer with writing white papers (upon request).

* Coordinate the administration of Irrevocable Life Insurance Trusts (ILITs).

* Collaborate with internal directors and associates on fulfilling beneficiary needs.

* Assist in creating and finalizing fiduciary tax returns.

* Interact with beneficiaries regarding distribution requests.

* Maintain current knowledge of and comply with all applicable internal policies and procedures

* Prepare quarterly trust memos for trust committee meetings.

* Attend TIC TAC meetings, take notes and produce minutes.

* Assist with special projects as needed and directed by CIO and STO.

* Know and comply with all Company policies set forth on the Companys Intranet;

* Review Associate Handbook and Company Policies annually, as prescribed by Human Capital;

* Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement;

* Complete all assigned training on time.

* Embrace and adhere to First Westerns Core Values

* Other duties as assigned.

**Required Skills & Experience:**

* Bachelor's Degree - Required

* CTFA upon hire - Preferred

* Strong proficiency in Microsoft Office Suite, with advanced Excel skills

* Technical knowledge of trust and fiduciary plan rules, tax, legal, and operations acquired through formal education or related experience

* Ability to research and interpret legal documents; strong problem solving skills

* Excellent written and verbal communications

* Team-oriented; detail-oriented

* Ability to organize and prioritize work

* Proven ability to work with confidential information

First Western is not only offering a competitive salary to start and full health (dental, vision) benefits, but also the following:

- 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

- Paid Time-Off Bank Holidays

TalentManagement@myfw.com

First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. Equal Opportunity Employer including disabilities / vets.

**Voluntary Self-Identification**

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely **voluntary**. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in First Westerns Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

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If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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OMB Control Number 1250-0005

Expires 05/31/2023

**Voluntary Self-Identification of Disability**

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Departm