Julie Olander

About Julie Olander

A CERTIFIED FINANCIAL PLANNER™ professional with the Certified Trust and Fiduciary Advisor certification adept at quickly building rapport and trust with clients while remaining knowledgeable about regulations, tax legislation, and trust administration.

Experience

1. Trust Officer

   First Trust Company, Llc

   Sep 2025 — Present · Bozeman, MT, US

   As a Trust Officer, I serve as a strategic fiduciary partner to clients, estate planning attorneys, and financial advisors, delivering thoughtful trust & estate administration, customized asset management, and collaborative planning solutions designed to preserve wealth across generations.• Administer a diverse portfolio of revocable, irrevocable, charitable, special needs, and legacy trusts• Ensure strict compliance with governing documents, state and federal regulations, and fiduciary best practices• Review trust instruments and exercise discretionary decision making in alignment with settlor intent and beneficiary needs• Head the initiative to evaluate and implement AI tools to enhance trust administration, document review, reporting, and internal workflows• Collaborate across departments to identify automation and decision support opportunities that increase efficiency and reduce operational risk• Oversee trust assets with a strong emphasis on customized investment strategies• Work closely with financial advisors to align portfolio management with trust terms, tax considerations, and beneficiary objectives• Evaluate liquidity needs, distribution planning, and long-term investment horizons• Partner with estate planning attorneys • Serve as a technical resource for advisors and attorneys navigating complex trust structures• Act as a trusted point of contact for beneficiaries, providing clear communication, education, and long-term guidance• Balance empathy with fiduciary discipline in managing distributions and expectations• Support family governance and multigenerational wealth conversations• Review distributions, discretionary decisions, and administrative actions to ensure consistency and defensibility• Maintain thorough documentation to support audits, exams, and regulatory reviews

Education

• College for Financial Planning

  Completed Education Requirements for the CERTIFIED FINANCIAL PLANNER™ Certification

• University of Colorado Boulder

  Bachelor of Arts, Psychology

  2007 — 2011

Skills

• Management
• Team Building
• Non-Profit Volunteer
• Temporary Staffing
• Payroll
• Outlook
• Administrative Assistants
• Sales
• Helping Clients Succeed
• Problem Solving
• Recruiting
• Learning Quickly
• News Writing
• Microsoft Excel
• Training
• New Hire Paperwork
• Efficiency
• Trade Shows
• Effectiveness
• Employee Relations
• Microsoft Word
• Resume Writing
• Mock Interviews
• Job Fairs
• Coaching
• Interviews
• Career Counseling
• Career Skills
• Leadership
• Career Development Coaching
• Reliability
• Benefits Negotiation
• Teamwork
• E-Verify
• Marketing
• Job Coaching
• Interview Preparation
• Job Search
• Career Development
• College Recruiting