Wealth Specialist

Wealth Specialist

Location: Boulder, CO (In-Office)

Job Type: Full-Time Non-Exempt

Salary: $25.49 - $35.58/HR
* Actual offer will be based on experience, location, education, and/or skills
* Applications should be submitted for consideration no later than 03/31/2026.

Who We're Looking For

You're a detail-oriented, organized professional who thrives in a fast-paced, client-focused environment. You enjoy being the operational backbone that keeps wealth management teams running smoothly and clients well supported. You communicate with confidence, take ownership of your work, and bring a proactive, service-first mindset to everything you do. If you're someone who values accuracy, collaboration, and delivering a high-quality client experience, this role is for you.

About the Role

The Wealth Specialist provides essential administrative and operational support to the Portfolio Management, Investment, and Wealth teams to ensure the effective management of client investment and trust relationships. This role partners closely with internal teams to support account onboarding, maintenance, reporting, and ongoing client service needs. You will help maintain workflow efficiency, uphold service standards, and contribute to a seamless experience for both clients and advisors.

Success in this role requires adaptability, strong multitasking abilities, and a commitment to accuracy and responsiveness.

What You'll Do

• Support client relationships by partnering with trust officers and portfolio managers to respond to inquiries, maintain accounts, and identify opportunities for additional products and services.

• Coordinate account onboarding and maintenance by working with operations to ensure compliance, accuracy, and timely processing.

• Provide administrative and operational support, including meeting coordination, report preparation, estate and trust administration tasks, and assistance with investment activities.

• Assist with business development by preparing proposals, presentations, and materials to support new opportunities and product initiatives.

• Build relationships with professional advisors and support communications that strengthen strategic partnerships.

• Maintain proficiency in internal systems, track deadlines and exceptions, and contribute to process improvements that increase operational efficiency.

What You Bring

• Bachelor's degree in Finance, Business, or related field preferred.

• 0-3 years of administrative experience.

• 0-3 years of experience in the financial industry.

• Proficiency in Microsoft Office Suite, including strong Excel skills.

• Excellent organizational, time management, and attention-to-detail skills.

• Strong written and verbal communication abilities.

• Experience with CRM systems preferred.

• Basic understanding of trust accounting and fiduciary responsibilities.

• Ability to work independently, multitask effectively, and take ownership of problem resolution.

• Professional, courteous approach with a strong client service mindset.

What We Offer

• Competitive base salary: $25.49 - $35.58/HR, plus strong bonus potential.
• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Comprehensive health and wellness benefits, including:
  • Health savings accounts (HSA)
  • Flexible spending accounts (FSA)
  • Medical, dental, and vision coverage
• Generous paid time off and bank holidays.
• Access to training and professional development programs.
• Sponsorship and support for obtaining professional certifications.
• A culture of collaboration, continuous improvement, and shared success.

Who We Are

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.

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Equal Opportunity Employer

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…