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D.A. Davidson Companies · 3 days ago

Trust Associate

Seattle, WA

Full-time

Onsite

New Grad, Entry Level

$23/hr - $27/hr

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. They are seeking a Trust Associate to provide trust administration and research support to Trust & Fiduciary Advisors, while performing various administrative duties and fostering quality client relationships.

Financial Services

Responsibilities

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