Client Associate & Trust Services at Laird Norton Wetherby

Seattle, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

82000.0

Posted On

06 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust Administration, Wealth Planning, Cash Management, Account Administration, Client Communication, Analytical Skills, Research Skills, Interpersonal Skills, Organization Skills, Microsoft Office, Adobe, Basic Accounting, CRM, Financial Planning, Investment Management, Confidentiality

Industry

Financial Services

Description

LOCATION: SEATTLE, WA Position Summary 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. Your Role and Responsibilities 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. Education and Experience 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 The successful candidate will demonstrate the following skills and experience: 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; willing to take skills and aptitude assessments. Other software applications, such as financial software tools, are a plus. 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. Compensation and Benefits 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 to $82,000 for those who meet all qualifications depending on location and experience. The salary range applies to 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 (including a sabbatical program after 10 years); flexible spending plans for health care, transportation, and dependent care; 401(k) plan, educational reimbursements, and more. Detailed information can be found on our site and here. Our Team You will be joining a client service team that is dedicated to helping our clients achieve their goals by providing exceptional client service and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships. We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach. About Us For more than five decades, Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals. As both an RIA and trust company, LNW offers a full spectrum of specialized wealth & legacy planning, investment management and trust & estate services that advance the aspirations and long-term, multigenerational financial ambitions of its clients. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliate trust company in South Dakota, empowering clients across the U.S. LNW is majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States, as well as by active employees. Additional Information Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community. We are an equal opportunity employer that prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics). *As of 05/05/2026 #Li-Hybrid

Responsibilities

Provide administrative support to the Trust Resource Group, including account administration, cash management, and client communication. Assist Wealth Managers and Analysts in executing comprehensive wealth management strategies for high-net-worth clients.