Client Associate & Trust Services

LOCATION: SEATTLE WA

Position Summary

We are seeking a full-timeClient Associate & Trust Servicesto join our team. Based inSeattle Laird Norton Wetherby (LNW) is dedicated to helping high-net-worth individuals and families manage and grow their wealth through financial planning investment management and trust & estate currently have trust charters in both Washington and South Dakota.

Your Role and Responsibilities

As a member of the client services team theClient Associate &TrustServices rolewillassistWealthManagersand Analysts in creating a comprehensive wealth management strategy for our clients by providing trust administration and wealth planning support. Specifically the Trust Associate will provide key administrative support to our Trust Resource Group including but not limited to:

• Account administration such as reviewing submitting scanningand maintaining documentation opening and closing accounts and collecting and coordinating tax reports/forms.

• Cash management duties including monitoring and administering daily transactions (checks wires ACHs journals etc.) and weekly cash balances evaluating disbursement requests according to trust documents and preparing discretionary distributions and documentation.

• Client communication and deliverablesassistingwithpreparing periodic reports presentations and client-initiated requests.

• Maintainingaccurateclient records and information across various platforms (internal programs CRM etc.)

• Internal support including backing upcolleagues ensuring compliance with all protocols andmaintainingpositive and effective team communication.

Education and Experience

• Minimum of 3 years experience in private wealth management trust services and/or client services within the finance industry.

• Four-year college degree or equivalent work experience in the financial services industry is required.

• Professional certifications are not necessary but are a plus.

• Prior experience reviewing trust documents and/or working on trusts is a plus.

The successful candidate willdemonstratethe following skills and experience:

• 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 asevidencedbyabilityto interact with clients and co-workers professionally personally and effectively and contribute to a respectful work environment.

• Strong organization and prioritization skills.

• Ability to seek clarity and ask for assistance from others as needed.

• Demonstrates resourcefulness byutilizinginternal guides and information channels to move tasks forward.

• Portrays a professional company image both internally and externally.

• High ethical standards and the ability to place theclientsandteamsneeds before ones own.

• Experience in handling sensitive and confidential subject matter.

• Ability to stay current in industry knowledge.

• Demonstrate ability and willingness to take on new responsibilities as business and organization needs require.

• Knowledge of or ability to learn basic accounting skillsand trust accounting basics.

• Expertuserof Microsoft Office (Word Excel PowerPoint Outlook) and Adobe; willing to take skills and aptitude assessments. Other software applications such as financial software tools are a plus.

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 can perform the essential functions duties and responsibilitiesset forth ina consistent and efficient manner.

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. The salary range for this position starts at $65500 for those without experience to $82000 for those who meet all qualifications depending on location and experience.

The salary range applies to current posting and may change in the future. The posted salary range may vary for key factors including but not limited to education job-related knowledge experience skill set and geographic location.

We offer excellent benefits including medical dental and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care transportation and dependent care; 401(k) plan educational reimbursements and more. Detailed information can be found on our site and here.

Our Team

You will be joining a client service team that is dedicated to helping our clients achieve their goals by providing exceptional client service 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 others company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach.

About Us

For more than five decades Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals. As both an RIA and trust company LNW offers a full spectrum of specialized wealth & legacy planning investment management and trust & estate services that advance the aspirations and long-term multigenerational financial ambitions of its clients. LNW has offices in Seattle San Francisco New York Los Angeles and Philadelphia as well as an affiliate trust company in South Dakota empowering clients across the U.S.

LNW is majority owned by Laird Norton Company one of the longest-sustained family enterprises in the United States as well as by active employees.

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.

We are an equal opportunity employer that 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).

*As of05/05/2026
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