Trust Officer II: Estate & Wealth Planning

First Interstate Bank; Denver (CO); On-site; USD 68,000 - 105,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Job summary

First Interstate Bank in Colorado seeks a Trust Officer II to manage a diverse client portfolio and deliver comprehensive trust and estate planning services across trusts, estates, conservatorships, and IRAs.

The role collaborates with Wealth Advisors to develop financial plans, ensures compliance with state and federal regulations, and supports new client relationships while maintaining exceptional service standards.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• 1–3 years experience in trust administration or related field.
• Ability to manage a complex mix of Agencies, IRAs and Trust accounts.

Responsibilities

• Maintains and administers a full book of existing accounts in full compliance with bank policies and procedures.
• Administers a variety of personal trust accounts; reviews and interprets trust agreements.
• Assists in the administration of estates, including marshalling and distributing assets.

Skills

Communication

Attention to detail

Time management

Financial markets

Estate law

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

First Interstate Bank in Colorado seeks a Trust Officer II to manage a diverse client portfolio and deliver comprehensive trust and estate planning services across trusts, estates, conservatorships, and IRAs.

The role collaborates with Wealth Advisors to develop financial plans, ensures compliance with state and federal regulations, and supports new client relationships while maintaining exceptional service standards.