Trust Associate

Trust Associate (Paralegal Experience Preferred)

About Northwest Trustee:

Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest.

Our Mission:

We exist to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. This is done in a manner that: Adheres to the highest ethical standards Treats clients with respect and understanding Provides clear and timely advice and service Honors confidentiality

The Opportunity:

Join a passionate, motivated, and experienced team of trust and estate services professionals, committed to providing friendly, efficient, and responsive customer service to our clients and their advisors. At Northwest Trustee, we embrace the core values of integrity, professionalism, diligence, and compassion.

Salary Range:

The salary range of $20-$27 per hour is determined by experience and location.

Location:

This position is based in Northwest Trustee's Boise, ID office.

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, and Managing fiduciary risk; following policies and procedures

Required:

At least two years' customer service experience in a professional setting.

Preferred:

Associate's degree Knowledge of trusts and estates Paralegal experience Strong working knowledge of Microsoft products such as

Excel and Outlook Pay:

$20.00 - $27.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Health savings account Paid time off Vision insurance

Work Location:

In person