Laird Norton Wealth Management, the Pacific NW’s largest independent wealth management firm, is seeking a full-time Client Fiduciary Associate to join our team. LNWM is dedicated to helping high-net-worth individuals and families manage, preserve, invest, grow, and eventually distribute their wealth.
As a member of the client services team, the Client Fiduciary Associate will assist Client Fiduciary Advisors and Client Fiduciary Analysts in creating a comprehensive wealth management strategy for our clients by providing trust administration and wealth planning support.
The ability to work effectively within a high energy team environment is key to success in this position. We are looking for someone with experience reviewing trust documents and/or working on trusts. Someone with solid Microsoft Office skills, outstanding problem-solving skills, strong client service and communication skills, excellent attention to detail, and who demonstrates a willingness to do what it takes to support the team and the clients.
This position includes providing administrative support to the team, trust/fiduciary administration, data gathering, and preparation of reports and presentations for client meetings. Prior experience in private wealth management, trust services, client services or operations is a plus. Four-year college degree or equivalent work experience in the financial services industry is required.