Trust Advisor

Socket.dev; Seattle (WA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match up to 3%

Equity ownership opportunities

New Business Incentive Program

Employee referral bonus

Cell phone data reimbursement

Financial planning services discount

Job summary

Brighton Jones in Seattle seeks a Trust Advisor to act as the primary liaison between clients, advisory teams, and our trust administration group. You will help ensure clear communication, anticipate needs, and move trust matters forward efficiently within a collaborative, client-centric environment.

In this in-office role, you will support onboarding, coordinate distributions, and work with the Director of Estate Planning to connect trust administration with the family's broader wealth

Qualifications

• 3+ years of experience in trust administration, fiduciary services, private client services, family office services, trust and estate planning, or related field.
• Certified Trust and Fiduciary Advisor preferred.
• Strong understanding of trusts, fiduciary administration, and trust planning concepts.

Responsibilities

• Serve as the primary relationship contact for trust beneficiaries, family members, advisors, attorneys, CPAs, and other professional advisors.
• Review trust documents and account information to understand provisions, fiduciary responsibilities, beneficiaries, and assets.
• Assist onboarding of new trust relationships, including collecting and organizing documentation for a smooth client experience.
• Coordinate trust administration activities, including beneficiary communications and distribution requests.
• Partner with advisors and internal teams to deliver integrated trust, estate planning, tax, philanthropic, and family office services.
• Support administration of trusts in accordance with governing documents and applicable laws.
• Support Director of Estate Planning on Family Office trust and estate planning projects.

Skills

Trust administration

Client service

Relationship management

Attention to detail

Education

Certified Trust & Fiduciary Advisor (CTFA) preferred

Job description

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive Best Places to Work awards including Inc.com’s 2025 list, as well as national honors for community impact.

We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.

Brighton Jones is seeking a Trust Advisor to serve as the primary relationship liaison between our clients, Brighton Jones advisory teams, and our trust administration team. The Trust Advisor will work closely with Brighton Jones’s Director of Estate Planning, Family Office team, and advisors across the firm to help deliver a seamless and highly coordinated trust experience. While day-to-day trust administration will be performed by our trust administration team, this role will be the primary point of connection for clients and advisors—helping ensure communication is clear, needs are anticipated, and trust matters move forward efficiently.

The Trust Advisor will support new trust onboarding, coordinate trust-related requests and distributions, facilitate beneficiary communications, and work closely with the trust team to ensure trusts are administered in accordance with governing documents and applicable requirements. This person will understand the broader goals and circumstances of each family and help connect the technical administration of the trust with the family's overall wealth and estate planning strategy.

This role combines trust and estate expertise, project management, and relationship management. It is an excellent opportunity for someone who understands the trust administration process but is most energized by working with clients and advisors, coordinating across teams, solving problems, and creating an exceptional client experience.

Take our Values in Action Self-Assessment to see how our values align!

Key Responsibilities

• Serve as the primary relationship contact for trust beneficiaries, family members, advisors, attorneys, CPAs, and other professional advisors.
• Review trust documents and account information to develop a thorough understanding of trust provisions, fiduciary responsibilities, beneficiaries, and trust assets.
• Assist with onboarding new trust relationships, including collecting, reviewing, and organizing account documentation to ensure a smooth client experience.
• Coordinate trust administration activities, including beneficiary communications and distribution requests,
• Partner with Brighton Jones advisors and internal team members to deliver integrated trust, estate planning, tax, philanthropic, and family office services.
• Support the administration of trusts in accordance with governing documents, fiduciary standards, and applicable laws while helping identify and elevate issues requiring additional review or guidance.
• Support the Director of Estate Planning on a variety of Family Office trust and estate planning projects, as needed

What You Bring

• 3+ years of experience in trust administration, fiduciary services, private client services, family office services, trust and estate planning, or a related field.
• Certified Trust and Fiduciary Advisor preferred.
• Strong understanding of trusts, fiduciary administration, and trust planning concepts.
• Exceptional client service, communication, and relationship management skills.
• Highly organized with strong attention to detail and follow-through.
• Ability to manage multiple client relationships and competing priorities effectively.
• This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Compensation

• Pay: $100K – $150K+
• Profit share: Additional opportunities for discretionary year-end profit sharing

Ownership & Financial Wellbeing

• Fully paid medical, dental, and vision coverage for employees
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members

Time & Flexibility

• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex-days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit

Growth & Development

• 100% reimbursement for required training, certifications, licensing, and dues
• Personal career development plans
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend

Connection & Community

• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups

Family & Milestones

• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.