Trust Officer

You’re a relationship-driven professional with a strong understanding of trust administration and fiduciary services. You bring a thoughtful, client-first mindset and enjoy partnering with high-net-worth individuals to help manage and grow their wealth. You thrive in a collaborative environment, are detail-oriented, and can confidently navigate complex financial and regulatory landscapes.

If you’re someone who values building long-term relationships, solving complex problems, and contributing to a high-performing team, this role offers the opportunity to make a meaningful impact.

The Trust Officer I is responsible for managing trust relationships and delivering fiduciary services that align with client needs, governing documents, and regulatory requirements. This role works closely with internal partners and external advisors to support client objectives, ensure compliance, and contribute to business development efforts.

You will oversee trust administration activities, provide guidance on fiduciary matters, and serve as a trusted advisor to clients while maintaining a high standard of service and accountability.

• →Management of trust relationships, ensuring that all client objectives are met and are consistent with governing documents, fiduciary administration principles and legal standards.
• →Reviews, approves and directs disbursement of fiduciary funds according to conditions of the trust and needs of beneficiaries as well as providing oversight of fiduciary accounts, cash balances, investment allocations, tax management, and asset holdings.
• →Meet individual annual sales goal component to be assigned in conjunction with the annual office sales goals.
• →Meets with beneficiaries and wealth management clients to review relationships, accounts, discuss their needs, analyze problems and provide relationship-based solutions.
• →Oversees preparations and filing of fiduciary federal and state tax returns for clients’ trusts.
• →Maintains current knowledge of and complies with all applicable tax and fiduciary laws, federal and state regulations and First Western policies and procedures.
• →Monitor and control risks related to account administration including review and approval of administrative and unique asset reviews in a timely manner.
• →Consults with estate planning attorneys, accountants, wealth advisors and potential and existing clients to promote fiduciary and additional First Western product services.
• →Monitor and manage risk related to trust account administration
• →Provide guidance and mentorship to team members on fiduciary matters

• Bachelor’s degree in a business-related field (required)
• 5–7 years of experience in trust administration, relationship management, or related field
• Experience with business development and working with high-net-worth clients
• Strong knowledge of trust and tax laws, fiduciary principles, and financial services
• Excellent communication, presentation, and relationship-building skills
• Strong analytical and problem-solving abilities
• Ability to manage multiple priorities and navigate complex situations with sound judgment
• Proficiency with Microsoft Office and trust accounting systems
• CTFA or other relevant financial designation (required or pursued upon hire)

At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what’s right—always.

If that sounds like you, you’ll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com. 

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.