Trust Associate

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

Description

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
• Managing fiduciary risk; following policies and procedures.

Requirements

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).