Laird Norton Wealth Management, the Pacific NW’s largest independent wealth management firm, is seeking a full-time Client Associate/Trust Associate to join our team. Located in downtown Seattle, 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 Associate will assist Client Advisors and Client 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. Prior experience reviewing trust documents and/or working on trusts is a plus. We are looking for 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 and scheduling of internal and client meetings. Prior experience in private wealth management, trust services, client services or operations is a plus.
Experience, Education, Professional Designations
• Two to five years’ experience in private wealth management, trust services, or client services.
• Four-year college degree or equivalent work experience in the financial services industry is required.
• Professional certifications are not necessary but are a plus.
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.