Trust Associate

Dadavidson; Seattle (WA); On-site; USD 48,000 - 56,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Generous sick, vacation, and parental/

Paid holidays

Professional Development Opportunities

Tuition Reimbursement ($15,000 lifeime

Discounted personal insurance

Davidson Day of Giving

Job summary

D.A. Davidson is seeking a Trust & Fiduciary Administration professional to provide trust administration and research support on the D.A. Davidson Trust Company team.

You will assist Trust & Fiduciary Advisors, handle transactional activity, and ensure fiduciary objectives are met while maintaining client confidentiality and strong service standards. You will review daily reports, support account openings and closings, coordinate investments with managers, and assist with audits and

Qualifications

• High School diploma or equivalent; college degree a plus.
• Effective verbal and written communication.
• Strong analytical ability and detail orientation with ability to manage client and firm priorities.
• Strong computer skills, Microsoft Office; ability to learn proprietary bank platforms.
• Ability to maintain client confidentiality.
• Team oriented with reliable attendance; overtime may be required.

Responsibilities

• Support Trust & Fiduciary Advisor(s) in the delivery of trust services, handling transactional activity and disbursements.
• Review and maintain daily reports; monitor overdrafts and complete follow-through.
• Assist with opening/closing of accounts and ensure accurate timely processing.
• Coordinate investments with the assigned manager to meet fiduciary terms.
• Support audits and maintain proper filing of client documentation.

Skills

Communication skills

Analytical ability

Teamwork

Confidentiality

Technical aptitude

Education

High School diploma or equivalent; Associate or Bachelor's degree a plus

Job description

Overview

D.A. Davidson Companies is an independent, employee-owned company with a history spanning 90 years. We are dedicated to integrity and ethics, delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. We also work to strengthen local communities, and giving back is one of our core values.

You can learn more about our company culture and impact in our latest annual report.

Summary

Provide trust administration and research support to Trust & Fiduciary Advisors on the D.A. Davidson Trust Company team. Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co. This position may support one Trust & Fiduciary Advisor or a group of Trust & Fiduciary Advisors.

Qualifications

• High School diploma and/or equivalent work experience; Associate or Bachelor’s Degree a plus
• Effective communication skills both verbal and written
• Proven analytical ability and detail orientation with ability to manage client and firm priorities
• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software
• Ability to maintain client confidentiality
• Ability to work effectively as part of a team
• Ability to maintain regular, predictable attendance; ability to work overtime if needed

Duties

• Support Trust & Fiduciary Advisor(s) in the delivery of trust services. This includes facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action.
• Review and maintain daily reports and other periodic forms; monitor and identify overdrafts; resolve and follow through to completion.
• Work with Trust & Fiduciary Advisors to support the opening and closing of accounts through D.A. Davidson Trust Company’s established account opening and closing processes; ensure these actions are completed in an accurate and timely manner.
• Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities.
• Adherence to all risk management related duties including supporting the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits.
• Comply with all policies related to the management of unique assets held within assigned accounts.
• Provide back up support to Trust Associates and Trust & Fiduciary Advisors when they are away from the office.
• Perform any other duties and special projects as assigned.

What we offer

• Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

The potential base pay hiring range for this role is $23.00 - $27.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us!

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Acknowledgment

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.