Trust Operations Analyst II

Location: Denver, CO (Hybrid)

Job Type: Full-Time Non-Exempt

Salary: $26.93 - $35.10/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.

You’re a detail-driven operations professional who values accuracy, accountability, and strong service standards. You’re comfortable managing complex transaction workflows, prioritizing deadlines, and working independently while still collaborating closely with your team. You bring a steady, solutions-oriented mindset and enjoy improving processes through efficiency and automation. If you take pride in operational excellence and delivering reliable support to both clients and internal partners, this role is for you.

The Trust Operations Analyst II supports Trust and Investment Operations by processing account documentation, maintaining fee structures, and executing transactions with accuracy and consistency. This role ensures daily operational workflows meet service level agreements while adhering to internal policies and regulatory requirements. You will serve as a key point of coordination between client-facing teams, custodians, and third-party providers to ensure timely and accurate asset movement.

The position also contributes to departmental improvement initiatives by supporting automation, efficiency projects, and procedural enhancements.

• Review and process new and existing account documentation, ensuring accuracy, completeness, and proper fee structures.
• Maintain and reconcile account fees, researching discrepancies and resolving issues using available resources.
• Process transactions including ACH, wires, checks, IRA contributions and withdrawals, and account coding updates across core and investment systems.
• Prioritize and manage daily workflows independently to meet deadlines, maintain accuracy, and ensure SLA adherence.
• Partner with client-facing teams, custodians, and third-party providers to resolve inquiries and ensure timely movement of assets.
• Support cross-training initiatives, quality control tasks, and special projects that improve automation, efficiency, and cost savings.

• Bachelor’s degree in Business Administration, Finance, or Accounting.
• 3–5 years of experience in Trust Operations, Investment Operations, or Financial Services.
• Intermediate proficiency in Microsoft Word and Excel.
• Strong written and verbal communication skills across multiple levels of the organization.
• General knowledge of investment operations and/or trust administration.
• Ability to work independently, manage priorities, and apply sound judgment within established procedures.

• Competitive base salary: $26.93 - $35.10/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.

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…