Trust & Estate Account Manager

Job Description

Job Description

We are looking for a detail-oriented Trust & Estate Account Manager to support fiduciary relationships and oversee the day-to-day administration of trust and estate accounts in Seattle, Washington. This position plays an important role in coordinating client onboarding, maintaining compliance with governing documents and reporting obligations, and working closely with advisors, attorneys, and internal partners. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage financial, administrative, and tax-related activities with accuracy and care.

Responsibilities:

• Guide new matters through the onboarding process by gathering documentation, establishing fiduciary accounts, and organizing transferred assets.

• Examine trust, estate, and related legal documents to confirm fiduciary authority, document case parameters, and support proper account setup.

• Build and maintain working relationships with clients, beneficiaries, attorneys, investment advisors, accountants, and other involved professionals.

• Oversee ongoing case administration by tracking expenses, approving authorized disbursements, maintaining adequate liquidity, and processing payments tied to each account.

• Prepare and update financial planning materials such as budgets, cash flow projections, and asset depletion analyses to support case management decisions.

• Monitor portfolio activity and coordinate periodic reviews with investment advisors to ensure account strategy remains aligned with client needs and fiduciary objectives.

• Maintain timely communication with interested parties and internal team members, providing accurate updates, responding to inquiries, and escalating issues when appropriate.

• Produce required initial, annual, and final accountings and court-related reports, helping ensure deadlines are met and documentation is delivered to the appropriate parties.

• Coordinate income tax and estate tax preparation by collecting relevant records, partnering with accounting resources, and addressing tax-related questions as they arise.

• Keep case files and client data current through accurate recordkeeping, time tracking, and updates within the company’s client management systems.

The salary range for this position is $80,000 to $90,000.

Benefits:

Medical/Dental/Vision

401k with 6% match

20 days PTO

6 paid holidays

• Experience managing trust, estate, fiduciary, or closely related financial services accounts.
• Knowledge of account onboarding, document review, and administrative procedures within a regulated or fiduciary environment.
• Ability to prepare budgets, analyze cash flow, and track ongoing account expenses with a high degree of accuracy.
• Familiarity with investment account monitoring and working alongside financial advisors on periodic account reviews.
• Understanding of reporting deadlines, compliance obligations, and preparation of accountings or court-related documentation.
• Experience coordinating tax documentation and supporting income tax or estate tax filing processes.
• Strong written and verbal communication skills with the ability to work effectively with clients and partners.
• Highly organized approach to case management, including precise recordkeeping, timekeeping, and follow-through on multiple deadlines.