Client Associate & Trust Services

Laird Norton Wetherby•Seattle, WA

4d•Hybrid

About The Position

We are seeking a full-time Client Associate & Trust Services to join our team. Based in Seattle, Laird Norton Wetherby (LNW) is dedicated to helping high-net-worth individuals and families manage and grow their wealth through financial planning, investment management, and trust & estate services. We currently have trust charters in both Washington and South Dakota.

Requirements

Minimum of 3 years' experience in private wealth management, trust services, and/or client services within the finance industry.
Four-year college degree or equivalent work experience in the financial services industry.
Strong analytical and research skills with attention to detail.
Excellent written and verbal communication skills.
Ability to work in a collaborative, team environment that strives for consensus wherever possible and seeks success of the team rather than the individual.
Excellent interpersonal and communication skills as evidenced by ability to interact with clients and co-workers professionally, personally, and effectively and contribute to a respectful work environment.
Strong organization and prioritization skills.
Ability to seek clarity and ask for assistance from others as needed.
Demonstrates resourcefulness by utilizing internal guides and information channels to move tasks forward.
Portrays a professional company image both internally and externally.
High ethical standards and the ability to place the clients and teams needs before one’s own.
Experience in handling sensitive and confidential subject matter.
Ability to stay current in industry knowledge.
Demonstrate ability and willingness to take on new responsibilities as business and organization needs require.
Knowledge of or ability to learn basic accounting skills and trust accounting basics.
Expert user of Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe.
Candidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and can perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner.

Nice To Haves

Professional certifications are not necessary but are a plus.
Prior experience reviewing trust documents and/or working on trusts is a plus.
Willing to take skills and aptitude assessments.
Other software applications, such as financial software tools, are a plus.

Responsibilities

Assist Wealth Managers and Analysts in creating a comprehensive wealth management strategy for our clients by providing trust administration and wealth planning support.
Provide key administrative support to our Trust Resource Group including account administration, such as reviewing, submitting, scanning, and maintaining documentation, opening and closing accounts, and collecting and coordinating tax reports/forms.
Perform cash management duties including monitoring and administering daily transactions (checks, wires, ACHs, journals, etc.) and weekly cash balances, evaluating disbursement requests according to trust documents, and preparing discretionary distributions and documentation.
Assist with preparing periodic reports, presentations, and client-initiated requests.
Maintain accurate client records and information across various platforms (internal programs, CRM, etc.).
Provide internal support including backing up colleagues, ensuring compliance with all protocols, and maintaining positive and effective team communication.