Operations Specialist
Job Type
Full-time
Description

The recently merged firms of Laird Norton Wealth Management (based in Seattle) & Wetherby Asset Management (based in San Francisco) are seeking a full-time Operations Specialist to join our team in Seattle. Combined, our organization’s aim is to empower exceptional individuals, families and institutions to achieve their greatest impact through thoughtful wealth planning, investment management, and trust & estate services. 


As the primary operations contact for alternative investment fund managers and administrators, the Operations Specialist will also support other internal departments and work collaboratively within the Operations team to fulfill a variety of operations functions.  


Although specifically responsible for the duties below, the department works as a team, where each member is willing to work on any time sensitive issue that may arise and is cross trained in all duties within the department. 


General Duties 

  • Operations liaison for issues regarding statements, tax documents and other client related issues. 
  • Coordinator for firm’s private investment; working with fund’s administrator, auditors in preparing quarterly statements, client notices, year-end financial statements and tax preparation. 
  • Manages investment requests and prepares subscription documents for client signature. 
  • Prepares and sends paperwork for redemptions, account maintenance, etc. 
  • Maintains records of incoming/outgoing investments, investor changes; notifies appropriate groups for system updates, reviewing records for accuracy. 
  • Coordinates, collects, and delivers necessary documents for client acceptance into funds by applicable due dates. 
  • Follows up with fund managers and administrators regarding client issues. 
  • Assists Operations and Reporting teams in setup of new investments. 
  • Fund Activity: Monitors for new capital call or distribution activity.  Notifies appropriate parties for action items to timely completion.  Reviews and follows up through completion of activity and proper system updates. 
  • Follows up with custodians regarding client issues and investment acceptance. 
  • Procedures: Develops and maintains processes for duties assigned.  Works with Operation leads to improve process and find efficiencies. 

Duties and Responsibilities will increase and vary based on needs of business. 

Requirements
  • Two or more years of experience in the financial services industry. 
  • Four-year college degree or equivalent work experience.  
  • Computer skills including Microsoft Office Suite are required.  
  • Portfolio Management or Portfolio accounting experience preferred. 

 Skills and Attributes  

  • 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 professionally, personally and effectively interact with clients and co-workers and contribute to a respectful work environment. 
  • Portrays a professional company image both internally and externally. 
  • High ethical standards and the ability to place the clients’ needs before one’s own. 
  • Experience in handling sensitive and confidential subject matter. 
  • Ability to stay current in industry knowledge. 
  • Demonstrates ability and willingness to take on new responsibilities as business and organizational needs require. 
  • Candidates must meet all employment qualifications in force at time of hiring, including successful passing of all pre-employment examinations and background checks, if appropriate. 

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 have the ability to perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner. 


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. 


LNWM is an equal opportunity employer. LNWM 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). 


ABOUT US 


Laird Norton Wealth Management (headquartered in Seattle) & Wetherby Asset Management (headquartered in San Francisco with offices in New York and Los Angeles) recently combined to expand and enhance the exceptional wealth management and trust services we offer wealthy individuals, families and institutions throughout the nation. The firm is the result of a merger between two industry leading independent advisory firms and combines the entrepreneurial spirit of broad employee ownership with the stability and long-term vision that comes with being part of a seventh-generation family enterprise. Our firms share a client-centric culture, a commitment to teamwork, and a business mindset that asks: what is best for our clients, best for our employees and best for the communities in which we work?  Combined, we manage more than $15 billion in assets and our 180+ employees deliver a holistic and integrated set of services including investment management, wealth planning and trust and estate administration.   


OUR TEAM 


You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management 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 firm-wide outings. 


OUR 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. 


Benefits: Laird Norton Wealth Management offers excellent benefits including medical, dental and vision coverage, generous time off, flexible spending plans for health care and dependent care, 401(k) plan, paid transportation pass, and more. To learn more about LNWM please visit our website (www.lairdnortonwm.com).