Located in Vancouver, WA
Pay: $20-25
Job Full Description
About the Opportunity
We are a recruiting firm working exclusively on behalf of a well-established financial services company based in Vancouver, WA. Our client is seeking an experienced and relationship-driven Trust Associate to join their team. This is an excellent opportunity for a trust professional with strong local banking ties and a passion for fiduciary excellence.
Key Responsibilities
- Administer trust accounts including personal trusts, estate accounts, guardianships, and investment management accounts
- Leverage and grow local banking relationships to support business development and client referrals
- Coordinate with attorneys, CPAs, and financial advisors on behalf of trust clients
- Prepare and review account documentation, trust agreements, and compliance reports
- Communicate proactively with clients and beneficiaries regarding account activity and distributions
- Ensure adherence to fiduciary standards, regulatory requirements, and internal policies
- Support senior trust officers with account reviews and client meetings
Qualifications
- Bachelor's degree required (Finance, Business, Law, or related field preferred)
- Demonstrated experience in trust administration or a related financial services role
- Established local banking relationships within the Vancouver, WA / Portland metro market
- Strong knowledge of trust, estate, and fiduciary principles
- Excellent communication and client service skills
- Proficiency in trust accounting software and Microsoft Office Suite
- CTFA designation (Certified Trust and Financial Advisor) a plus
What Our Client Offers
- Competitive salary
- Comprehensive benefits package including health, dental, and vision
- 401(k)
- Collaborative and client-focused work environment
How to Apply
Send resume to staffing.vancouverwa@expresspros.com
#1935OS
Vancouver, WA
1935
2612 Northeast 114th Avenue
Vancouver, WA 98684
Apply Now Email Us