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First Western Trust · 2 weeks ago

Assistant Director, Operations - Trust & Investment Services

Denver, CO

Full-time

Onsite

Senior Level, Lead/Staff

$108K/yr - $173K/yr

10+ years exp

First Western Trust is seeking a passionate and experienced professional to join their team as an Assistant Director, Operations - Trust & Investment Services. This role involves helping high-net-worth clients achieve their financial goals by managing operations and ensuring exceptional service through effective leadership and operational efficiencies.

BankingFinancial ServicesRetirementWealth Management

Responsibilities

Participate in the company’s action plan for profitable growth by providing strong management and effective leadership, and by implementing changes that contribute to operational efficiencies

Mitigate risk to the association by identifying and resolving complex problems including potential client service, legal and regulatory issues

Proactively manage custodian and third-party vendor relationships and ensure high quality service to both internal and external clients

Organize special project involvement/ownership (e.g. Separately Managed Accounts, line item maintenance, various internal reporting requirements, tax reporting, etc.)

Conduct monthly team meetings and one-on-ones; provide ongoing training and development and assess/communicate performance results

Maintain current knowledge of and comply with all applicable laws and regulations, policies, and procedures

Prepare for and serve as the primary contact during internal audits and examinations and ensure satisfactory ratings

Maintain up-to-date knowledge of regulations, industry changes and best-practices

Qualification

Trust industry regulationsSecurities processingManagement experienceClient serviceCoachingDevelopmentCandorMulti-taskingDelegationCommunicationIntegrityOrganizational skills

Required

Bachelor's Degree in Business, Finance or related field

10-15 years in Securities processing and trust banking or brokerage industry

7-10 years in a Management role

Advanced knowledge of the laws and regulations of the Trust industry and securities processing, in addition to knowledge of fiduciary laws and regulations

Ability to prioritize, multi-task, organize and delegate

Coach and develop personnel, elevate senior staff

Strong integrity and candor

Excellent written and verbal communications skills

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

Company

First Western Trust

We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.

Founded in 2002

Denver, Colorado, USA

201-500 employees