D.A. Davidson

Trust Associate

Seattle, WA

Sponsorship not specified$23k-$27kDetected 61 days ago

ResearchCommunication

About the role

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years.
Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values.
You can learn more about our company culture and impact in our latest annual report.

We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.
Provide trust administration and research support to Trust & Fiduciary Advisors on the D.A. Davidson Trust Company team.
Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co.
This position may support one Trust & Fiduciary Advisor or a group of Trust & Fiduciary Advisors.
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.
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.
Provide back up support to Trust Associates and Trust & Fiduciary Advisors when they are away from the office.

Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software
ability to work overtime if needed
D.A. Davidson has been in business for 90 years!
Effective communication skills both verbal and written
Proven analytical ability and detail orientation with ability to manage client and firm priorities
Ability to maintain client confidentiality
Ability to work effectively as part of a team
Ability to maintain regular, predictable attendance
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

You can learn more about our company culture and impact in our latest annual report.
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.

Competitive salary plus excellent benefits and perks including, but not limited to:
Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Tuition Reimbursement ($15,000 lifetime cap)
We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.

We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other.

This listing is sourced directly from D.A. Davidson's careers page and normalized into a canonical job model.