Trust Officer II: Estate & Wealth Planning
Job in
Bozeman, Gallatin County, Montana, 59772, USA
Listed on 2026-08-01
Listing for:
First Interstate Bank
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Wealth Management, Tax Law, Regulatory Compliance Specialist
Job Description & How to Apply Below
First Interstate Bank in Bozeman, MT seeks a Trust Officer II to manage a diverse book of client accounts and deliver comprehensive trust and estate planning services. You will coordinate with Wealth Advisors and legal/tax professionals to ensure compliance, accuracy, and timely filings.
The role emphasizes strong client relationships, risk management, and collaboration across Legal, Compliance, Tax, and Audit to deliver seamless service.
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