Operations Analyst I

First Western is seeking an Operations Analyst I 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 Operations Analyst I 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 Trust & Investment Operationsteam 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:

• Provides a consistently high level of service and acts as first line of support to internal clients with an emphasis on prompt communication and follow-up.
• Administers invoices for internal clients and records/tracks transactions on core systems.
• Prepares independently and or assists client facing staff in preparing quarterly client packets.
• Provides administrative and supportive functions relating to underwriting, lapse notices, policy, investment changes, etc.
• Cross-trains and learns continuously in operational departments, acting as a peer resource for the cross-coverage of daily duties.
• Independently prioritizes tasks to meet deadlines and ensure consistent adherence to established Service Level Agreements (SLAs).
• Ensures that all policies and procedures are adhered to as defined by management and participates in the completion of special projects and processing of periodic requests as assigned.

What You Bring:

• Demonstrates strong organization and time management skills.
• Intermediate-level familiarity with Microsoft Office Applications (Word, Excel).
• Ability to communicate clearly.
• Analytical and problem-solving skills.
• Attention to detail.
• Adaptability and comfort with change.

Education Level Education/Degree Details Required or Preferred
High School Diploma/ GED Required

Experience Length Experience Details Required or Preferred
0-3 years Administration and clerical duty Preferred
0-3 years Insurance, retirement, and trust services Preferred

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: $24.24 - $31.50/HR

Job Classification:Full-Time Non-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

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

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.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.