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Trust Associate III
Trust Associate III-December 2024
Seattle
Dec 26, 2025
About Trust Associate III

  Location:1301 5th Avenue - Seattle, Washington 98101ABOUT THE JOBThe Family Wealth Administrative/Trust Associate is a dual role that provides both administrative assistance and trust administration support for the Family Wealth team while maintaining an optimal level of client service. He/She will perform diverse administrative and clerical duties for the team and is expected and held accountable to add value, work efficiently and constantly strive to improve internal and external customer experience.He/She will have the ability to prioritize and organize work while being flexible to change with the needs of the business. Ability to quickly learn new tools and technologies; with interest and experience in using professional media and platforms. Integrity, confidentiality, superior interpersonal skills, proactive and detail-oriented with strong organizational skills and some of the important competencies for the role. Ability to thrive in a fast-paced, team-oriented, deadline-driven environment is necessary.ESSENTIAL JOB FUNCTIONSAssistant-Level SupportProvides administrative support to Family Wealth team members inclusive of assisting in the preparation of meeting and proposal materials,Cultivates a positive environment to promote teamwork, high performance, and positivityAssists with special projects for events, new processes or projects and presentations as they arise, exercises judgment and reasoning skillsTrust Administration SupportPerforms day-to-day functions as requested accurately and by necessary deadlines (i.e., checklists, file creation, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Operations, Trust Tax and Revenue Administration to ensure completionAssist Trust Associates with assigned accounts on a daily basis for overdraftsUses cash forecasting to determine approximate amount needed for quarterly and annual tax paymentsProvides call-back verification for client requests at the direction of the assigned teamDiscovers, analyzes, and researches account problems and recommends solutions as appropriateHelps to establish and maintain orderly record keeping system ensuring maintenance of confidential account files and proper workflowPrepares various reports, correspondence, technical documents, and special projects as requestedFollows-up on client issues and relays information to the assigned Trust Associate and/or Trust Officer through e-mail correspondence and/or telephone communicationsResolves client requests and refers complex inquiries to the assigned teamBuilds and maintains effective working relationships with other team members to ensure high quality and timely support of fiduciary accountsServes as a resource for the team on identified processing situations or other projects as neededComplianceMaintains compliance with all internal policies and procedures as well as with regulatory requirementsAssumes accountability for assigned projectsParticipates in professional training opportunities including seminars and self -learning opportunitiesREQUIRED QUALIFICATIONS:Two years of college or equivalent work experienceDemonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skillsAbility to interact effectively in a team environmentDemonstrated attention to detailProficient in all Microsoft Office Applications, Internet, Google AppsExercises sound judgment, discretion and confidentiality in all matters involved in this jobTakes initiative and works independently on routine as well as more complex and miscellaneous mattersConfident and resourceful in problem solving, promptly escalating matters where necessaryExcellent written and verbal communication skillsCOMPENSAT

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