Laird Norton Wealth Management, the Pacific NW’s largest independent wealth management firm, is seeking a full-time Operations Specialist 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 Operations team, the Operations Specialist will provide support to external departments as well as work collaboratively with the Operations team to fulfill functions of the Operations department. The Operations Specialist’s duties include, but are not limited to:
Daily Cash Processing: Process Schwab money movement requests through CRM Operations Task Queue; Review and monitor Schwab cash alerts; Cash Requests - Review, initiate and follow through to completion at custodian; Includes wires, ACH/Moneylink, checks and journals between accounts; Draft Standing LOA/LOA forms as required, coordinate electronic or paper authorizations as necessary; Process incoming check deposits.
Securities Processing: Transfer of securities between accounts, coordinate and complete cost basis updates to systems; Physical Vault custodian.
General OPS Backup: Regular support of high-volume Schwab account maintenance requests; Managing and processing workflow from the Operations Task Queue; Communicate with custodians as needed to resolve client issues; Back up other operations areas as required including SEI processing, gifting and asset maintenance.
Skills and Attributes
Candidates must meet all employment qualifications in effect at time of hiring, including successful passing of pre-employment background and credit checks. Must sign all employee agreements and have the ability to perform the essential functions, duties and responsibilities of the role in a consistent and efficient manner.
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.
Job ID: Operations Specialist (Schwab Requests) 637261