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:
Asset Maintenance: Updating manually priced assets on the system; maintaining cost basis and tax lots; reviewing and processing updates from the Client Services department; transferring assets between accounts, including trust/estate distributions; serving as the primary physical vault custodian.
Unique Assets: Serving as the closely-held assets liaison; processing requests for re-registrations, redemptions, etc; setting up and maintaining unique assets in the system; processing payments between notes and liabilities; alternatives processing support for subscription/redemption documents, capital call and distribution processing.
Gifting: Process gift requests from client services, work with custodians to complete gift delivery; update and maintain gift reports with gift market value, cost basis, etc; work with charities and gift recipients as needed for gift completion.
General Operations Duties: Regularly supporting a high-volume of cash processing; reviewing and processing incoming deposits; assisting with the review of transactions processed by Operations; communicating with custodians as needed to resolve client issues; serving as back-up for other operations areas, as required, including trade reconciliation and account maintenance support; managing and processing workflow from the Operations task queue.
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 (Assets Sphere) 637550