Fiduciary Trust Operations Specialist

Northwest Trustee & Management Services LLC; Lake Oswego (OR); On-site; USD 55,000 - 75,000; Full time

Job summary

Northwest Trustee & Management Services LLC is seeking a Trust Associate to perform a wide range of fiduciary account administration activities under the direction of a Trust Officer. The role emphasizes analytical thinking, confidentiality, strong communication, and collaborative relationship-building.

Key duties include supporting Trust Officers daily, handling client bills and invoices, preparing reports, and managing schedules.

Qualifications

• Two years’ customer service experience in a professional setting.
• Proficiency with Microsoft Office applications (Word, Excel, Outlook).
• Experience with CRM systems and reporting is preferred.

Responsibilities

• 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
• Managing fiduciary risk; following policies and procedures.

Skills

Customer service

Attention to detail

Time management

Education

Associate’s degree

Paralegal certification

Tools

Microsoft Office

CRM software

Job description

Northwest Trustee & Management Services LLC is seeking a Trust Associate to perform a wide range of fiduciary account administration activities under the direction of a Trust Officer. The role emphasizes analytical thinking, confidentiality, strong communication, and collaborative relationship-building.

Key duties include supporting Trust Officers daily, handling client bills and invoices, preparing reports, and managing schedules.