Location: Seattle, WA (Full-time, partially remote)

We are seeking a full-time Wealth Analyst & Trust Services to join our Trust Resources team. Laird Norton Wetherby (LNW) is dedicated to helping high-net-worth individuals and families manage and grow their wealth through financial planning, investment management, and trust & estate services.

Based in Seattle, the Wealth Analyst & Trust Services will assist Wealth Managers and other members of our Client Service team with trust, estate planning and wealth management for their clients and beneficiaries. The Wealth Analyst & Trust Services is a key position providing solid analytical skills and research abilities to assist with client decision-making, presentations, and administration. The successful candidate will be able to anticipate team/client needs, keep all team members informed, and generate high quality work. While the client load may support both trust and RIA clients, this position is primarily focused on trust and estate clients.

The Wealth Analyst & Trust Services will provide the following duties (this is a representative list of the general duties the position may be asked to perform and is not intended to be all-inclusive):

Client Relationship Management:

• Communicate with clients and beneficiaries in person, by phone or by email with professionalism, effectiveness, thoroughly, and timely; coordinate client and beneficiary contact, such as scheduling of meetings and periodic communication to ensure we stay in touch
• Lead preparation for client meetings (review prior meeting notes, prepare agenda meeting topics in coordination with Associate and prepare special analysis)
• Participate actively in client and beneficiary meetings and provide documentation for the client file and follow up tasks; work with Director to coordinate client referrals to 3rd party advisors and integrated work with 3rd parties.
  

Client Workflow Management:

• Act as quarterback for client tasks and projects
• Delegate appropriate tasks to associates and involve other colleagues, third parties and other departments as needed; internal documentation and CRM management.
  

Fiduciary Administration:

• Possess thorough understanding of trust documents to ensure compliance and fiduciary responsibility in all aspects of client service
• Review documents and prepare for Director approval; monitor the classification of receipts and disbursements according to the Principle and Income Act
• Evaluate the suitability of decisions, according to the trust document
• Coordinate requests for discretionary distributions and prepare necessary documentation for approval
• Develop deep expertise in fiduciary and estate administration and provide guidance and assistance to others in client services.
  

Financial Planning:

• Create sustainability analysis to guide a client’s long-range financial plan, and effectively communicate the results to client
• Assess client needs and complete analysis related to all areas financial planning, in order to provide comprehensive services (this includes planning for: estate and legacy, education, gifting, taxes, retirement, insurance, mortgage and other debt)
• Understand the client’s cash needs and maintain adequate cash within their accounts.

Duties and Responsibilities will increase and vary based on needs of business.

What You Will Bring to the Role:

Experience and Education

• Minimum of two years, and preferably four or more years, of progressive experience in fiduciary services or trust and estate administration, including client service, operations, and private client relationship management.
• Four-year college degree, in finance or related field, preferred.
• Strong preference for experience working directly with fiduciary clients and beneficiaries.
• Broad understanding of trust terms and concepts, and the proven ability to read and interpret trust documents.
• Demonstrated mastery of financial planning concepts as evidenced by pursuit of a professional designations such as CFP®, CFA charter holder, CTFA, and a Series 65 license are a plus.
  

Skills and Attributes

• Experience in Microsoft Office Suite is required. Other software applications, including financial software tools, are a plus.
• Strong analytical and research skills with attention to details.
• Excellent written and verbal communication skills.
• Ability to work in a collaborative, team environment that strives for consensus and seeks success of the team rather than the individual.
• Excellent interpersonal and communication skills as evidenced by ability to professionally, personally, and effectively interact with clients and co-workers and contribute to a respectful work environment.
• Portrays a professional company image both internally and externally.
• High ethical standards and the ability to place the clients’ needs before one’s own.
• Experience in handling sensitive and confidential subject matter.
• Creative thinking demonstrating good investment acumen, application of professional judgment and understanding of client issues.
• Ability to stay current in industry knowledge.
• Demonstrates ability and willingness to take on new responsibilities as business and organization needs require.
  

Candidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and have the ability to perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner.

Compensation and Benefits 

We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance. The hiring salary range for this position is $77,000 to $110,000, depending on experience. 

The salary range applies to the current posting and may change in the future. The range may vary based on key factors such as education, job-related knowledge, experience, skill set, and geographic location. 

We offer excellent benefits including medical, dental and vision coverage, generous time off (including sabbaticals), flexible spending plans for health care and dependent care, 401(k) plan, educational reimbursements. For details of all benefits, please visit our website here.

About Us  

For more than five decades, Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals. As both an RIA and trust company, LNW offers a full spectrum of specialized wealth & legacy planning, investment management and trust & estate services that advance the aspirations and long-term, multigenerational financial ambitions of its clients. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliate trust company in South Dakota, empowering clients across the U.S. 

LNW is majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States, as well as by active employees. 

Additional Information 

Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community. 

The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).

 *As of 4/16/2026
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