About this role
Client Associate & Trust Services (Tax/Bill Pay) at Laird Norton Wetherby. Location: Seattle, Washington, United States. Role: Coordinate filings, Maintain inventories, Vendor coordination Requirements: Four-year college degree; 2+ years in private wealth management or related roles preferred; strong data/tax coordination skills; proficient in MS Office; familiarity with tax forms and trust operations. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Addepar, Salesforce, Schwab Commitment: Full Time Workplace: Hybrid Languages: English