Trust Officer II — Estate & Wealth Planning Advocate

First Interstate Properties, Ltd.; Denver (CO); Presencial; USD 68.000 - 105.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

Student debt repayment

401(k) match

Descripción de la vacante

First Interstate Bank is seeking a Trust Officer II to manage a portfolio of client accounts and deliver comprehensive trust and estate planning services. You will coordinate with Wealth Advisors, and legal and tax professionals to ensure accurate tax filings and compliant documentation.

The role supports onboarding and maintenance of accounts, with a focus on risk management and superior client service. Denver, CO area locations are possible, with flexible community impact opportunities.

Formación

• Strong communication skills for client interactions and internal coordination.
• Ability to prioritize workload and manage multiple accounts.
• Familiarity with trust and estate laws and tax regulations.

Responsabilidades

• Maintains and administers a full book of existing accounts in compliance with policies and regulations.
• Administers personal trust accounts and interprets trust documents.
• Assists in administration of estates, marshalling and distributing assets.
• Oversees onboarding and termination of accounts.
• Works with Wealth Advisors to establish comprehensive financial and estate plans.
• Prepares and presents regular account status updates to clients.

Conocimientos

Communication

Team collaboration

Attention to detail

Regulatory compliance

Problem solving

Educación

GED

Bachelor's Degree in Accounting, Finance, Business Administration, or related field

Herramientas

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Descripción del empleo

First Interstate Bank is seeking a Trust Officer II to manage a portfolio of client accounts and deliver comprehensive trust and estate planning services. You will coordinate with Wealth Advisors, and legal and tax professionals to ensure accurate tax filings and compliant documentation.

The role supports onboarding and maintenance of accounts, with a focus on risk management and superior client service. Denver, CO area locations are possible, with flexible community impact opportunities.