Client Associate & Trust Services

Location: Seattle, WA

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.

As a member of the client services team, the Client Associate & Trust Services role will assist Wealth Managers and Analysts in creating a comprehensive wealth management strategy for our clients by providing trust administration and wealth planning support. Specifically, the Trust Associate will provide key administrative support to our Trust Resource Group including, but not limited to:

• Account administration, such as reviewing, submitting, scanning, and maintaining documentation, opening and closing accounts, and collecting and coordinating tax reports/forms.
• 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.
• Client communication and deliverables, assisting with preparing periodic reports, presentations, and client-initiated requests.
• Maintaining accurate client records and information across various platforms (internal programs, CRM, etc.)
• Internal support including backing up colleagues, ensuring compliance with all protocols, and maintaining positive and effective team communication.

• 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 is required.
• Professional certifications are not necessary but are a plus.
• Prior experience reviewing trust documents and/or working on trusts is a plus.

• 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 team’s 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; willing to take skills and aptitude assessments. Other software applications, such as financial software tools, are a plus.

We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance. The salary range for this position starts at $65,500 for those without experience and $82,000 for those who meet all qualifications depending on location and experience.

The salary range applies to the current posting and may change in the future. The posted salary range may vary for key factors including, but not limited to, education, job‑related knowledge, experience, skill set, and geographic location.

We offer excellent benefits including medical, dental, and vision coverage; generous time off…