The Opportunity:
Join a passionate, motivated, and experienced team of trust and estate services professionals, committed to providing friendly, efficient, and responsive customer service to our clients and their advisors. At Northwest Trustee, we embrace the core values of integrity, professionalism, diligence, and compassion.
Job Description:
The Trust Associate will perform a wide variety of tasks related to the administration of fiduciary accounts at the direction of their assigned Trust Officer. Successful candidates for this role will have strong analytical skills, a commitment to continuous learning and improvement, robust technological and communication skills, enjoy seeking out new information and synthesizing findings, excellent time management, a focus on attention to detail, the ability to maintain confidentiality and treat colleagues and clients with respect, and an interest in developing collaborative relationships.
Primary responsibilities will include:
- Providing daily administrative support to Trust Officers,
- Inputting client bills and invoices for payment,
- Communicating with clients, professional advisors, and vendors,
- Preparing reports and memos,
- Drafting communications, presentations, and reports,
- Completing forms, applications, and other documents,
- Researching and summarizing various topics as requested,
- Provide calendaring and meeting support,
- Special projects as needed,
- Using CRM system to track and complete account related tasks, and
- Managing fiduciary risk; following policies and procedures.
Required:
- At least two years’ customer service experience in a professional setting.
Preferred:
- Associate’s degree
- Prior experience with trusts and estates.
- Certified Paralegal or Paralegal experience
- Strong working knowledge of Microsoft Suite products (Word, Excel, Outlook, etc).
About Northwest Trustee:
Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest.
Our Mission:
We exist to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. This is done in a manner that:
- Adheres to the highest ethical standards
- Treats clients with respect and understanding
- Provides clear and timely advice and service
- Honors confidentiality
Location:
This position is based in Northwest Trustee’s Boise, ID, Portland, OR, Seattle, WA, or Spokane, WA locations.
Pay: $22.00 - $28.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
