Trust Associate

Located in Vancouver, WA

Salary: $20-25

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.

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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

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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

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What Our Client Offers

• Competitive salary 
• Comprehensive benefits package including health, dental, and vision
• 401(k) 
• Collaborative and client-focused work environment

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How to Apply

 

Send resume to staffing.vancouverwa@expresspros.com

Apply Now