Trust Clerk jobs in Wyoming
Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Recently Added Trust Clerk jobs
VP, Trust Officer
- First Western Trust
-
Pinedale, WY
FULL_TIME
-
First Western is seeking an VP, Trust Officer to join our team!
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a VP, Trust Officer at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Jackson team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:- Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
- Initiate and attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives. Analyze complex estate planning needs, and identify and present solutions to meet client goals.
- Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations are complied with.
- Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.
- Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans. Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
- Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.
- Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.
- Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP's, fiduciary sales presentations and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.
- Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding.
- Fluency with TrustDesk and all related systems employed in trust administration.
- Proficient in Microsoft Office Suite, with exceptional Excel skills.
- Experience with CRM preferred.
- High initiative and follow-through.
- Ability to work independently and with a team.
- Experience working with high net-worth individuals.
- Excellent written and verbal communications skills, and ability to present to clients and prospects.
Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required
Experience Level Experience Details Required/Preferred
5-7 years Trust administration and/or experience as an attorney specializing in trust & estate planning Required
3-5 years Business development Required
What You Receive:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $74,400- $104,000/YR
Job Classification: Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off Bank Holidays
Questions? Contact us at Talent.Management@myfw.com
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
Region C Pay Range
Pay Range
$74,400—$104,000 USD - 5 Days Ago
VP, Trust Officer
- First Western Trust
-
Jackson, WY
FULL_TIME
- First Western is seeking an VP, Trust Officer to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join ...
- 5 Days Ago
AVP, Trust Officer I
- First Western Trust
-
Pinedale, WY
FULL_TIME
- First Western is seeking an AVP, Trust Officer I to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to jo...
- 7 Days Ago
Trust Officer - Dunham Trust Wyoming
- Dunham & Associates Investment Counsel, Inc.
-
Cheyenne, WY
FULL_TIME
- TRUST OFFICERAn Opportunity to Craft Your FutureAre you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from t...
- 2 Months Ago
Administrator
- Saffery Trust
-
Guernsey, WY
FULL_TIME
- Department: TrustEmployment Type: PermanentLocation: GuernseyReporting To: Team ManagerDescriptionThis job involves assisting senior staff in dealing with the daily administration of a defined portfol...
- 5 Days Ago
Client Reviewer
- Saffery Trust
-
Guernsey, WY
FULL_TIME
- Department: ComplianceEmployment Type: PermanentLocation: GuernseyReporting To: Team ManagerDescriptionThis job involves working as a member of the Client Review Team in successfully carrying out a pr...
- 21 Days Ago
Trust Clerk jobs at Popular Companies
Administrative Support Clerk
- Amentum
-
Fort Worth, TX
- *Contingent upon contract award* Located near DFW Airport (south) **Position Summary:** Provide support for the customer...
- 6/11/2024 12:00:00 AM
Clerical Administrative Assistant
- New York City, NY
-
New York, NY
- Under supervision, performs clerical and related work with limited latitude for independent judgment: we are seeking an ...
- 6/11/2024 12:00:00 AM
Office Clerk
- Manpower
-
Edinburgh, IN
- Part-Time Administrative Assistant Our client, in Edinburgh is seeking a Part-Time Administrative Assistant to join thei...
- 6/11/2024 12:00:00 AM
Administrative Support Clerk
- KACE
-
Dulles, VA
- **THIS POSITION IS CONTINGENT UPON AWARD OF CONTRACT** TITLE: Administrative Support Clerk LOCATION: Dulles, VA and Fort...
- 6/10/2024 12:00:00 AM
Administrative Support Clerk
- KeyStaff, Inc
-
Naples, FL
- Job Description Job Description We have an immediate need for an Administrative Support Professional within our Collier ...
- 6/7/2024 12:00:00 AM
Administrative Assistant (Administrative Support III)
- Johnson County (KS)
-
Olathe, KS
- Overview A career with Johnson County Government is more than just a job, it is an opportunity to serve a diverse and ex...
- 6/7/2024 12:00:00 AM
Administrative Support Specialist
- Securitas Inc.
-
Spokane, WA
- Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
- 5/9/2024 12:00:00 AM
Administrative Support Specialist
- Securitas Inc.
-
Spokane Valley, WA
- Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
- 5/9/2024 12:00:00 AM
About Wyoming
Wyoming (/waɪˈoʊmɪŋ/ (listen)) is a state in the mountain region of the western United States. The state is the 10th largest by area, the least populous, and the second most sparsely populated state in the country. Wyoming is bordered on the north by Montana, on the east by South Dakota and Nebraska, on the south by Colorado, on the southwest by Utah, and on the west by Idaho and Montana. The state population was estimated at 577,737 in 2018, which is less than 31 of the most populous U.S. cities including Denver in neighboring Colorado. Cheyenne is the state capital and the most populous city...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$34,748 to $41,481
Most Popular Cities in Wyoming for Trust Clerk Jobs
What does a Trust Clerk do?
Trust Clerk in Flagstaff, AZ
We’ve got a lot of changes to make in the circuit clerk’s office.”.
January 28, 2020
Trust Clerk in Juneau, AK
See the Future Outlook and Educational Requirements for "TRUST-VAULT CLERK".
January 29, 2020
Trust Clerk in Mcallen, TX
In The Clarence Thomas Takeover, a comprehensive and well-argued Slate piece (that’s being gleefully circulated among Thomas clerks right now), Lithwick and Stern make a strong case for the dominance of the CT clerk mafia.
February 12, 2020