Trust Associate

Job overview

The Trust Associate works onsite in Lake Oswego, OR, with compensation of $22–$28 per hour. The role supports fiduciary account administration under assigned Trust Officers at Northwest Trustee & Management Services.

What you'll do

• Provide daily administrative support to Trust Officers
• enter client bills and invoices for payment
• communicate with clients, professional advisors, and vendors
• prepare reports, memos, communications, and presentations
• complete forms and applications
• research and summarize topics
• support calendars and meetings
• track account tasks in the CRM
• follow fiduciary risk policies and procedures.

What we're looking for

Skills & competencies

trust associate

lake oswego or

northwest trustee & management services

full-time

$22–$28/hr

fiduciary accounts

trust administration

client communication

crm

reports and memos

customer service

confidentiality

Work arrangement

• Weekend coverage required

Why this role

At least two years of professional customer service experience required; an associate degree, trust and estate experience, paralegal experience or certification, and Microsoft Office knowledge are preferred.

About the employer

Northwest Trustee & Management Services LLC is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.