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First Western Trust · 11 hours ago

Trust Operations Analyst II

Denver, CO

Full-time

Onsite

Mid Level

$26.93/hr - $35.10/hr

3+ years exp

First Western Trust is seeking a Trust Operations Analyst II to join their team, playing a vital role in helping high-net-worth clients achieve their financial goals. The analyst will work closely with the Trust & Investment Operations team to deliver comprehensive solutions and provide exceptional client service.

BankingFinancial ServicesRetirementWealth Management

H1B Sponsor Likely

Responsibilities

Responsible for the maintenance and processing of all account fees; research and reconcile discrepancies using available resources

Initiate and assist with projects to increase automation, improve efficiency, and achieve cost savings; assess current processes and help update procedures

Independently prioritize tasks to meet deadlines with consistency and work collaboratively to ensure SLA adherence

Deliver exceptional service through prompt communication, follow-up, and adherence to established policies and procedures

Gain familiarity with trade processing, money movement, and quality control tasks to provide cross-coverage within the department

Interface with client-facing staff, custodians, and third-party providers to resolve inquiries and ensure timely asset movement

May accurately process ACH, wire, check transactions, IRA contributions/withdrawals, and input account coding updates on core and investment systems

May Review and process new and existing client account documentation for completeness and accuracy, ensuring proper fee structures

Qualification

Trust OperationsInvestment OperationsFinancial ServicesMicrosoft OfficeCommunication SkillsProject ManagementProblem SolvingTeam Collaboration

Required

Bachelor's Degree in Business administration, Finance or Accounting

3-5 years Trust Operations, Investment Operations, and/or Financial Services

Intermediate-level familiarity with Microsoft Office Applications (Word, Excel)

Ability to communicate clearly to various levels within the organization

General knowledge and understanding of the investment and/or trust administration industries

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

https://myfw.com/

H1B Sponsorship

First Western Trust has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2023 (2)