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First Western Trust · 7 hours ago

Operations Analyst I

Denver, CO

Full-time

Onsite

New Grad, Entry Level

$24.24/hr - $31.50/hr

0+ years exp

First Western is seeking an Operations Analyst I to join their team. In this role, you will support high-net-worth clients by delivering comprehensive solutions through the Trust & Investment Operations team, ensuring exceptional service and adherence to policies and procedures.

BankingFinancial ServicesRetirementWealth Management

Responsibilities

Provides a consistently high level of service and acts as first line of support to internal clients with an emphasis on prompt communication and follow-up

Administers invoices for internal clients and records/tracks transactions on core systems

Prepares independently and or assists client facing staff in preparing quarterly client packets

Provides administrative and supportive functions relating to underwriting, lapse notices, policy, investment changes, etc

Cross-trains and learns continuously in operational departments, acting as a peer resource for the cross-coverage of daily duties

Independently prioritizes tasks to meet deadlines and ensure consistent adherence to established Service Level Agreements (SLAs)

Ensures that all policies and procedures are adhered to as defined by management and participates in the completion of special projects and processing of periodic requests as assigned

Qualification

Microsoft Office ApplicationsAnalytical skillsProblem-solving skillsOrganization skillsTime managementAttention to detailCommunication skillsAdaptability

Required

High School Diploma/ GED

Demonstrates strong organization and time management skills

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

Ability to communicate clearly

Analytical and problem-solving skills

Attention to detail

Adaptability and comfort with change

Preferred

0-3 years Administration and clerical duty

0-3 years Insurance, retirement, and trust services

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