Administrative Onboarding Associate

Job overview

The Administrative Onboarding Associate role is onsite in Seattle, WA; compensation is not specified. Northwest Trustee & Management Services is a fiduciary services provider whose mission is to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. The associate supports the Onboarding Specialist by collecting, tracking, and organizing client documentation and maintaining accurate records. The role helps coordinate onboarding requirements and follow-ups so clients, attorneys, advisors, and internal teams have a consistent, orderly process.

What you'll do

• Collect and organize onboarding documents
• provide documentation requirements and outstanding-item lists
• follow up on missing or incomplete information
• review documents against checklists and escalate deficiencies
• track documents, responsible parties, due dates, exceptions, and next steps
• store records in company systems and Box
• communicate with clients, attorneys, and advisors
• maintain onboarding data in WealthHub/Salesforce and other systems
• prepare status updates and monitor assigned tasks
• protect confidential information.

What we're looking for

Skills & competencies

administrative onboarding associate

full-time

seattle wa

northwest trustee & management services

client onboarding

documentation tracking

client records

wealthhub

salesforce

box

fiduciary services

confidential information

Work arrangement

• Weekend coverage required

Why this role

Requires 2+ years of customer service, administrative, operations, or related professional experience; trust, estate, financial, banking, legal, wealth management, compliance, or estate administration experience is preferred.

About the employer

Northwest Trustee & Management Services LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.