Client Relationship Officer

Perkins Coie Trust Company (PCTC) is seeking a qualified dynamic candidate to take on the role of Client Relationship Officer to provide highquality client service in trust administration estate accounts advisory and other personal trusts as allocated by the Chief Trust Officer. This individual will work closely with the Chief Trust Officer in the administration of the firms accounts ensuring accuracy timeliness and adherence to appropriate law compliance mandates and regulations as well as assist with financial planning and inhouse services.

This role requires the ability to be in the office Tuesdays Wednesdays and Thursday as well as additional days as business needs dictate.

ESSENTIAL FUNCTIONS

These essential functions are primary job duties that candidates must be able to perform unassisted or with some reasonable accommodation.

• Manage all servicing aspects for a portfolio of client accounts including trusts estates and investment advisory.
• Maintain strong working relationships with all clients on an assigned book of accounts; be the confidential advisor on trust tax and administrative matters.
• Work in concert with a clients attorney relationships and outside service providers to holistically serve the clients.
• Process and ensure proper filing of all documentation related to client accounts.
• Prepare client materials for client meetings as well as help lead client meetings along with the investment officer.
• Assist in the onboarding of new client accounts.
• Manage all daytoday client responsibilities and maintain docketing records for longterm client matters.
• Assist in tax planning and return preparation including the processing of estimated taxes as required.
• Be familiar with estate settlement time frames and procedures.
• Help develop comprehensive financial plans and facilitate inhouse planning meetings with firm personnel.
• Administer the setup maintenance and closing of client accounts on the trust accounting system.

SPECIFIC SKILLS REQUIRED

Excellent interpersonal skills working facetoface with clients. Superb organizational communication and problemsolving skills. Working knowledge of the MS Office Suite especially Excel. Proven track record of accuracy and timeliness. Exhibit a proactive mentality and commitment to professional growth. Evidence of being a team player and supportive of colleagues. Promotes integrity in an environment of mutual trust and respect while maintaining utmost discretion in working with sensitive and confidential information. Familiarity with trust or investmentrelated functions and systems.

SPECIFIC SKILLS PREFERRED

Experience with trust accounting systems (SunGard).

EDUCATION AND EXPERIENCE

Qualified candidates must have a Bachelors degree or Associates degree and would preferably have a minimum of 10plus years of work experience as a financial professional. Candidates must have a general understanding of finance investments and tax.

This position is hybrid and requires at least three days a week in the office.

At Perkins Coie we look for selfmotivated individuals dedicated to providing value and superior service and who have a high degree of integrity and enthusiasm for their work. We have created a company culture based on collaboration devotion to serving our clients and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities.