Wealth Management & Trust Associate

About Baker Boyer:

Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington's trusted financial advisor, serving the Walla Walla Valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services.

What We Offer:

* Salary:

* Wealth Management & Trust Associate - $50,000 - $65,800 a year.

* Great Benefits! Medical, Dental, Vision plans with additional:

* Medical, Dental, Vision plans with additional:

* AD&D & Life Insurance

* Long Term Disability

* 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary.

* Paid Leave
- * 10 days
* of Vacation time - The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.

* 7 days
* of Sick, Safe & More (SSMORE) leave- SSMORE accrues at a rate of 1.2 hours for every 40 hours worked. SSMORE is intended to meet sick and safe leave needs, but it can also be used for vacation or other personal leave.

* 3 Revive & Renew (R&R) days - We understand the importance of unwinding and recharging, so these R&R days are loaded on the first of each year (prorated for new hires based on the quarter in which they're hired).

* 11 Paid Federal Holidays annually
* * Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.

* Life Assistance Plan

* Free access to financial counselors

* Employee Wellness Program

* 8 hours of paid volunteer time annually

About DS Baker Advisors:

This position is part of DS Baker Advisors, a team of wealth management specialists at Baker Boyer whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. DS Baker Advisors takes a client-centered approach in meeting their diverse, individualized, and often transforming needs. Should a multi-faceted financial relationship develop, our Advisors work together to meet the personal, business, investment, planning and legacy goals of the client.

About the Role:

As a member of the DS Baker Advisors wealth management team, the primary role of the Wealth Management Associate is providing administrative and operational support to provide the best possible client experience. The Associate will assist with account administration, operational functions, and relationship management of client accounts. The Associate will demonstrate the ability to exercise discretion and independent judgment and prioritize workload accordingly.

Key Responsibilities

* Support the advisor by coordinating and ensuring accurate and timely completion of client transactions.

* Maintain accurate documentation, task tracking, and compliance standards.

* Schedule client meetings, preparing materials, and assist with follow-up communications.

* Respond to client inquiries using sound judgment and escalating issues appropriately

* Assist with Reg 9 reviews and account maintenance

* Facilitate new account openings and account closures

* Prepare and analyze management or client reports

* Facilitate trades and other investment-related transactions

* Provide back-up support for Associates as needed.

* Cross-train and provide support for basic retail banking functions, including teller transactions, front desk coverage, and other routine branch support activities.

Skills and Qualifications

* Exceptional client service skills with the ability to communicate professionally and courteously in person or via phone/email.

* Professional demeanor, including strong interpersonal presence and sound judgment.

* Excellent time management and the ability to organize, prioritize, and manage multiple tasks simultaneously.

* High attention to detail and accuracy.

* Strong computer proficiency, including Microsoft Office, with the ability to quickly learn new systems and interpret data from software tools.

* Ability to build and maintain positive working relationships with Wealth Management staff and other departments.

* Effective collaboration skills, with a willingness to engage in team-based decision-making and leverage the expertise of colleagues.

* Strong written and verbal communication skills.

* Ability to prepare routine reports and correspondence.

* Thorough understanding of Wealth Management and Bank policies, procedures, and services.

* Capacity to adhere to trust policies, regulatory requirements, and documentation standards.

* Strong analytical and problem-solving skills, with the ability to follow written, verbal, or diagrammed instructions and address issues involving multiple variables.

* Valid driver's license required.

Attributes and Expectations

Communication

* Communicates clearly, professionally, and proactively with clients, colleagues, and partners.

* Listens actively, asks clarifying questions, and provides timely…