Trust & Estate Advisor — Client Experience Lead

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

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